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Capital Employed
RT @jptissot1: I had the pleasure to be interviewed by @capitalemployed , the below interview has just been published.
Thank you very much @capitalemployed and @equitybaron Kingston for the invitation. I enjoyed very much answering your questions.
Here is a sneak peek of a question I liked a lot:
You state you hold investments for a long period of time as long as the management continues to execute.
What are the signs, both quantitative and qualitative, that would make you start to worry that management is going in the wrong direction?
Answer: This one is an easy one for me. When you invest you have a hypothesis of how a company can increase value. We should never imagine we have the true picture of reality.
Overtime, what happens with the company will let you know whether your hypothesis is correct or wrong. Once there are appearances of facts, you evaluate each one and compare it to your hypothesis and based on that analysis you calibrate your position (reduce or add) or exit the position.
Let me give you a quantitative example and a qualitative example.....
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RT @jptissot1: I had the pleasure to be interviewed by @capitalemployed , the below interview has just been published.
Thank you very much @capitalemployed and @equitybaron Kingston for the invitation. I enjoyed very much answering your questions.
Here is a sneak peek of a question I liked a lot:
You state you hold investments for a long period of time as long as the management continues to execute.
What are the signs, both quantitative and qualitative, that would make you start to worry that management is going in the wrong direction?
Answer: This one is an easy one for me. When you invest you have a hypothesis of how a company can increase value. We should never imagine we have the true picture of reality.
Overtime, what happens with the company will let you know whether your hypothesis is correct or wrong. Once there are appearances of facts, you evaluate each one and compare it to your hypothesis and based on that analysis you calibrate your position (reduce or add) or exit the position.
Let me give you a quantitative example and a qualitative example.....
FRESH OFF THE PRESS 🔥
Interview #101 with @jptissot1 from Arauca Capital.
Jean discusses in great detail a company he's super bullish on + much more. 👇
https://t.co/18AnAtnID4 https://t.co/bULcDkvWHA tweet
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Alex Bilzerian
RT @tiffani: My TED talk crossed 500,000 views the other day after going up a little over a week ago.
Best part so far, though, is people writing me talking about things they’re doing after having seen it.
Check it out if you haven’t seen it
https://t.co/ENxyclKCs0
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RT @tiffani: My TED talk crossed 500,000 views the other day after going up a little over a week ago.
Best part so far, though, is people writing me talking about things they’re doing after having seen it.
Check it out if you haven’t seen it
https://t.co/ENxyclKCs0
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Alex Bilzerian
RT @bookletboy: "...But reading some of the references will, I hope, enable the reader to visualize, at least in outline form, the kind of revision that might be possible were there alive today my much missed friend Leonard Jimmie Savage." https://t.co/7Y8pN5dkVc
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RT @bookletboy: "...But reading some of the references will, I hope, enable the reader to visualize, at least in outline form, the kind of revision that might be possible were there alive today my much missed friend Leonard Jimmie Savage." https://t.co/7Y8pN5dkVc
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Alex Bilzerian
RT @MikePFrank: The situation in Asheville is still horrendous. One group of family members finally bailed because it is just too difficult to survive there. Another particularly stubborn pair of elderly family members was still there last I heard, but I fear will go into a steep decline soon.
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RT @MikePFrank: The situation in Asheville is still horrendous. One group of family members finally bailed because it is just too difficult to survive there. Another particularly stubborn pair of elderly family members was still there last I heard, but I fear will go into a steep decline soon.
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Alex Bilzerian
RT @alexbilz: 'Modelling Extremal Events for Insurance and Finance' - P. Embrechts, C. Klüppelberg, T. Mikosch (1997, PDF): https://t.co/G47aEK6gYb https://t.co/lCFwdNi4zy
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RT @alexbilz: 'Modelling Extremal Events for Insurance and Finance' - P. Embrechts, C. Klüppelberg, T. Mikosch (1997, PDF): https://t.co/G47aEK6gYb https://t.co/lCFwdNi4zy
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Alex Bilzerian
ICEYE is a Finnish microsatellite manufacturer founded in 2014 as a spin-off from Aalto University:
https://t.co/a7yBb17hH2
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ICEYE is a Finnish microsatellite manufacturer founded in 2014 as a spin-off from Aalto University:
https://t.co/a7yBb17hH2
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Offshore
GIF
Alex Bilzerian
RT @bryan_maxw46284: Guys- take a look at the center point of the deepest convection here in this loop, and notice how it stays in almost the exact same spot, while all the rest of the cloud tops fan out in different directions all around it. We now have a small core trying to form, and this is a very strong signal that intensification will begin much sooner than forecasted!
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RT @bryan_maxw46284: Guys- take a look at the center point of the deepest convection here in this loop, and notice how it stays in almost the exact same spot, while all the rest of the cloud tops fan out in different directions all around it. We now have a small core trying to form, and this is a very strong signal that intensification will begin much sooner than forecasted!
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Offshore
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Stock Analysis Compilation
Harding Loevner on Mobile World $MWG VN
Thesis: With its rapid expansion into grocery and strong market leadership in consumer electronics, Mobile World is poised to capitalize on Vietnam’s growing modern retail market.
(Extract from their Q2 letter) https://t.co/4LjUfZlwO7
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Harding Loevner on Mobile World $MWG VN
Thesis: With its rapid expansion into grocery and strong market leadership in consumer electronics, Mobile World is poised to capitalize on Vietnam’s growing modern retail market.
(Extract from their Q2 letter) https://t.co/4LjUfZlwO7
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Alex Bilzerian
RT @alexbilz: In 1999, Los Almos National Laboratory revealed its voice deepfake technology: https://t.co/7jj9cPx6aM https://t.co/7yPzxkb9Bj
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RT @alexbilz: In 1999, Los Almos National Laboratory revealed its voice deepfake technology: https://t.co/7jj9cPx6aM https://t.co/7yPzxkb9Bj
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Offshore
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Stock Analysis Compilation
Orbis on Rolls-Royce $RR/ LN
Thesis: With tailwinds in defense, power systems, and narrow-body aircraft, Rolls-Royce presents an attractive long-term opportunity for patient investors, with significant upside potential if it continues to execute
(Extract from their Q2 letter) https://t.co/hMhgpFr1II
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Orbis on Rolls-Royce $RR/ LN
Thesis: With tailwinds in defense, power systems, and narrow-body aircraft, Rolls-Royce presents an attractive long-term opportunity for patient investors, with significant upside potential if it continues to execute
(Extract from their Q2 letter) https://t.co/hMhgpFr1II
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