TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!

Graeme is the Director and Portfolio Manager of Orbis, which currently manages around $30B.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:30 - Graeme’s journey from mathematics to value investing, & exploring legendary investors like Jim Simons.

26:14 - How Orbis’ founder and billionaire Allan Gray’s investing flexibility led to his success.

36:35 - How Graeme balances the macro with a bottoms up approach.

52:11 - A thesis which Graeme calls the Great Misallocation.

58:40 - How good & cheap companies outperform especially during bear markets.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



BOOKS AND RESOURCES




NEW TO THE SHOW?




SPONSORS

Support our free podcast by supporting our sponsors:




HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm


Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Continue reading...
 

Similar threads

W
Replies
0
Views
28
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
23
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
14
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
30
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
18
We Study Billionaires - The Investor’s Podcast
W
Back
Top