
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Capital Allocators – Inside the Institutional Investment Industry
Navigating the Investment Landscape
This chapter recounts the speaker's unique journey into investing, beginning with their formative experiences in the late 1990s stock market. It highlights their evolution from a self-taught investor to a professional in equity analysis, underscoring the challenges and lessons learned at various firms, particularly around the concept of investment moats. The narrative culminates in a rich discussion on the criteria for assessing company competitiveness and the importance of humility and innovation in investment strategies.
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