TIP647: Value Investing Masterclass w/ Soo Chuen Tan

[We Study Billionaires - The Investor’s Podcast]

On today’s episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing.

Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers.

15:33 - What differentiates Discerene Group from other value investors.

20:34 - Lessons that Soo Chuen teaches younger investors.

38:43 - Whether great investing can be learned or not.

43:20 - How Soo Chuen balances the subjectivity of markets with solid and rationale investment approach.

01:00:19 - The importance of reflexivity in markets.

01:06:46 - How Discerene has avoided value traps.

And so much more!



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



BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
• Check out Discerene Group.
• Follow Soo Chuen on LinkedIn.
• Jason Zweig’s article: The Seven Virtues of Great Investors.
• Bobby Knight’s book: The Power of Negative Thinking.
• David Chambliss’s The Mundanity of Excellence.
• Solomon Asch Conformity Line Experiment Study.
• Malcolm Salterl's Short-Termism at Its Worst.
• Gopalan, Milbourn, Song, & Thakor's Duration of Executive Compensation.
• Related Episode: Listen to TIP492: The Best Investor You've Never Heard Of (Nick Sleep), or watch the video.
• Related Episode: Listen to RWH044: How to Beat the Market w/ Bryan Lawrence, or watch the video.
• Related Episode: Listen to TIP592: Outperforming the Market Since 1998 w/ Andrew Brenton, or watch the video.
• Follow Clay on Twitter.
• Check out all the books mentioned and discussed in our podcast episodes here.
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