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Hedge Fund Structure
We know at any given moment what price we want to buy our favorite companies at. When that opportunity shows up, and it could be a down draft in the general market,. It could be specific company news, we need to be ready to jump on it. Because those opportunities are very lived. Great businesses don't go on so very oftenn.
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:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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