Insights From A Reclusive Investment Firm w/ Graeme Forster (TIP532)
发布时间 2023-03-10 07:45:02 来源
摘要
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We have a very special guest today and that is Dr. Graeme Forster. Graeme is the Managing Director of Orbis, which currently manages around $30B. Graeme attained a masters in mathematics from Oxford and a PhD in Mathematical Epidemiology and Economics from Cambridge.
Orbis is a global investment management firm and they’re not big self promoters, so you won’t find many interviews with someone like Graeme. We’re lucky to have him and it was a delightful discussion. So without further delay, here is my conversation with Dr. Graeme Forster.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:40 - Graeme’s journey from mathematics to value investing, exploring legendary investors like Jim Simons along the way
00:21:03 - How Orbis’ founder and billionaire Allan Gray’s investing flexibility led to his success
00:31:30 - A thesis which Graeme calls the Great Misallocation
00:43:03 - How Graeme balances the macro with a bottoms up approach
00:49:28 - How Good & Cheap companies outperform especially during bear markets
🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/joel-tillinghast-uncovering-the-art-of-outperformance/
📖 BOOKS MENTIONED:
- The Theory of Poker by David Sklansky: https://amzn.to/3ZMP9vy
- Fooled by Randomness by Nassim Nicholas Taleb: https://amzn.to/3SVJxwW
- The Price of Time by Edward Chancellor: https://amzn.to/3mxl5pB
- The Psychology of Money by Morgan Housel: https://amzn.to/3mxXGV7
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
💡 OTHER RESOURCES
- Learn more about Orbis: https://www.orbis.com/au/investor/home
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/
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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
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