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Ep. 25 – Guy Spier on the India Opportunity, Long Term Investing, and the Power of Checklists

The One Percent Show with Vishal Khandelwal

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Investing in Long Term Compounders

What we're trying to do is interrupt automatic thought it's trying to interrupt conclusions that we jump to without going through the various steps. And so, I don't think there's such a thing as a five minute checklist a fiveminute checklist is more punch. So my next question is about the idea of moats right even of some businesses described as inevitable by like buffer 10 mongrel right those modes have narrowed who the years we've seen the kind of disruption that businesses have faced across the world. Right now when it comes to picking up stocks you have focused a lot on the steady compounders but how has your thinking changed over there?

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