Investment Strategies During a Pandemic | 7min snip from We Study Billionaires

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TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster

We Study Billionaires - The Investor’s Podcast Network

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CHAPTER

Investment Strategies During a Pandemic

This chapter explores the effects of the COVID-19 pandemic on investment opportunities and market dynamics, emphasizing the need for long-term thinking in uncertain times. It highlights the evolution of real estate investing through innovations like crowdfunding, making wealth building more accessible for everyday individuals.

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Episode notes

Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!

Graeme is the Director and Portfolio Manager of Orbis, which currently manages around $30B.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:30 - Graeme’s journey from mathematics to value investing, & exploring legendary investors like Jim Simons.

26:14 - How Orbis’ founder and billionaire Allan Gray’s investing flexibility led to his success.

36:35 - How Graeme balances the macro with a bottoms up approach.

52:11 - A thesis which Graeme calls the Great Misallocation.

58:40 - How good & cheap companies outperform especially during bear markets.

Disclaimer: Slight discrepancies in the timestamps 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.
The Theory of Poker by David Sklansky.
Fooled by Randomness by Nassim Nicholas Taleb.
The Price of Time by Edward Chancellor.
The Psychology of Money by Morgan Housel.
Trey Lockerbie's Twitter.
Check out: Orbis.

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