Investing with Conviction

This chapter delves into the predictive power of ratings in investment, particularly in real estate and emerging markets. It emphasizes the necessity of a long-term perspective and disciplined strategy, while sharing personal experiences that highlight the importance of temperance and margin of safety in successful investing.

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Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets. Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before pivoting and going into venture instead of medicine 14 years ago. Dev is also a big Buffett and Munger fan and follows their principles closely.

IN THIS EPISODE, YOU'LL LEARN:

17:27 - How to invest through recessions.
19:23 - Why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures.
48:21 - The value of running a highly concentrated portfolio.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Valley Forge Capital Management's Website.
CNBC Buffett resources' Website.
Trey Lockerbie's Twitter.
Read the 9 Key Steps to Effective Personal Financial Management.

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