Navigating Fund Management Challenges

This chapter explores the complexities of investment fund management, focusing on fees, financial independence, and the impact of market downturns on fund managers. It contrasts the business model approach to managing funds, drawing inspiration from Buffett's career, while offering resources for aspiring fund managers.

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Episode notes

On today's show, we talk about the intrinsic value of Disney. Our guest is David Trainer who's the founder and CEO of New Constructs.

IN THIS EPISODE, YOU'LL LEARN:

What is the intrinsic value of Disney.
Why return on invested capital is so important to understand and to use.
How to understand earnings calls.
Ask The Investors: How do I start managing money for other people?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to The Investor’s Podcast’s new podcast, The Good Life.
Join Preston, Stig, and Sean at the Berkshire Hathaway Annual Shareholder’s Meeting.
Preston and Stig’s episode on The Power of Moments.
David Trainer’s company, New Constructs.
David Trainer’s analysis of Disney.
David Trainer’s analysis of micro-bubbles.

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Check out our We Study Billionaires Starter Packs.
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Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

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