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The World According To A Maverick, Beach-Biding Stock Picker - John Hempton

The Joe Walker Podcast

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The Unconstructed Time of the Idea Generation

There's no idea generation as such. The idea generation is computerized Mark code. Most of the ideas come by dumb luck. You're reading, I'll give you an example where long a company called Corbion, a company on which I have some doubts. Right. Stocks not performing particularly well. It hasn't cost us money. One of its products is algae that is particularly rich in DHA and omega fatty acids. We haven't found the ideal additive. But in my dream world there's a small company somewhere with a market cap of 200 million that has an additive that takes 5% out of the cost of fish feed globally. Will we find this business? No.

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