Recent presentation I gave for GuruFocus. Note that it starts 1 minute in, and there are technical difficulties from minute 20-23. Freaking virtual forum... 🙂 https://t.co/sMFokCJouR
@JRogrow Ha, that's awesome! Thanks for highlighting; I'd never have seen that.
I've had a bunch of investment people randomly tell me how much they enjoyed listening to that, despite the incredibly niche-y topic. I'm glad we recorded it.
My favorite ways to make a restaurant reservation, in rank order:
1) OpenTable
2) Resy
3) Yelp
4) Have concierge do it for me
5) Call the restaurant themselves
6) Write a letter to the chef
7) Tock
@JRogrow Congrats, John! I wondered where your podcasts went, and I figured a new compliance-related thing might've been the cause. You're going to be amazing in your new role! Let me know if there's anything I can do to help you get started.
@BartMeerdink@JRogrow Yes, it didn’t come out in my 2nd example, but if I had answered it better on the fly, I should’ve said “a company where your estimate of future cash flows is much different than the market’s, for non-cyclical reasons”. Early stage growth companies would fit in that category.
@ArseneCapital@JRogrow Having analysts named & titled onto a PM team, giving advice and being part of the decision-making process, is important for many reasons: for their development, to give the star PM a sounding board, & for succession marketing. But the PM should have the only vote that matters.
@ArseneCapital@JRogrow I believe that if you truly have identified tail-of-the-curve investing talent and they are totally aligned with the firm’s philosophy, then diluting them with a team approach leads to worse outcomes.
@JRogrow Thanks so much for interviewing me, John. You do a wonderful job of really listening to answers and asking great follow-ups, as opposed to mechanically following a list of questions. I can’t believe it ended up 80 minutes long, but the conversation was so fun that time flew by.