2min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH019: Winning the Long Game w/ John Spears

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Investing in the International Fund

The overriding idea is still just to buy bargains throughout the world. You're not really making top down calls, big macro calls, you're just finding stuff that's cheap. China also obviously is a particularly interesting case. And it's striking that you don't have a huge investment in China. But on the other hand, you own these stocks, like at least the last time I checked from the third quarter, you had Alibaba, Tencent, Baidu.

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