Navigating the World of Value Investing and Long-Term Partnerships

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach.

In our discussion we have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introduction to Soo Chuen
01:50 Disclaimer
02:30 Choosing a global approach
03:35 Mentoring
11:45 Receiving feedback
13:39 Opportunity in crisis
15:24 Advising young mentees
18:20 Balancing offense and defense
21:21 Tips on getting started with a partnership
27:10 Community Exclusive: Scaling up a firm
28:15 The right pace of building an investing business
31:00 Clockspeed vs. market
38:05 Enjoying the bad times
41:02 Finding the right investors
44:10 Southeast Asia
49:35 Attractive markets to invest in
51:44 Understanding countries when investing in businesses
53:40 Meggitt case stdy
01:01:30 Research
01:09:06 Management teams
01:11:29 Allowing thesis change
01:15:55 Reasons to sell
01:17:10 Stock cycle
01:17:46 Thoughts on Value Investing
01:18:24 Thank you
01:18:48 Disclaimer

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Soo Chuen Tan, what have you learned building Discerene Group? appeared first on Good Investing - Understanding businesses & Connecting investors.