Portfolio Management and Valuation Process

2:00 – Quoc’s concentrated investing philosophy and portfolio-level metrics

5:00 – Three different categories of stocks Quoc typically invests in

6:00 – Portfolio management philosophy

7:00 – Different layers of risk management

11:00 – On using data to make process improvements such as a moat trajectory review and ESG research

21:00 – Quoc dives deeper into his team’s step-by-step three-stage research process

38:00 – Incorporating a macro view into fundamental analysis

40:00 – Quoc on valuation process

42:00 – Quoc on when to sell

48:00 – Quoc on a final lesson for investors