Understanding Tariffs and Market Dynamics

In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a young self-taught investor to managing large capital funds, emphasizing the importance of understanding a company’s fundamental operations over just financial metrics.

He also discusses the implications of the global realignment on investment strategies, offering insights into how international markets, particularly small-cap stocks, may offer promising opportunities.

Dan offers practical advice for young investors and underscores the value of mentorship and continuous learning.

00:00 Introduction and Guest Welcome

00:52 Dan's Early Interest in Stocks

02:20 A Day in the Life of an Investor

05:16 Career Path and Key Experiences

08:53 Advice for Aspiring Investors

14:41 Investment Strategies and Philosophy

18:28 Identifying Promising Small Companies

24:55 Evaluating Management Teams

25:53 Identifying Companies with Strong Execution Plans

26:11 Case Study: Swedish Online Pharmacy

27:46 Automation and Scale in the Pharmaceutical Industry

29:02 Global Market Trends and Company Strategies

32:24 The Great Global Realignment

37:23 Opportunities in Changing Markets

42:08 Investment Strategies and Diversification

45:20 Advice for Young Investors

48:56 Conclusion and Resources

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

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More from Dan:

Why international and why now? -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/10523/Why_international_and_why_now/ The Great Global Realignment: International Small Company Fund Q1 update -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/14361/The_Great_Global_Realignment_International_Small_Company_Fund_Q1_update/ Polar Capital LinkedIn: https://www.linkedin.com/company/polar-capital-us/posts/?feedView=all

What do Dave and Andrew recommend?

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