AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Adam Karr – Extreme Alignment at Orbis (EP.338)
Capital Allocators – Inside the Institutional Investment Industry
Investment Philosophy, Research Process, and Portfolio Structure at Orbis
The podcast chapter covers Orbis's investment philosophy and process, including their emphasis on understanding businesses, identifying market inefficiencies, and their rigorous research process that uses AI for idea generation. They also discuss their criteria for advancing ideas to the portfolio and their portfolio structure.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode