Moritz Sitte is the investor at Antheia AB, a private investment firm founded by Daniel Ek. Moritz has previously worked as an investment manager at Baillie Gifford in Edinburgh for twelve years. We speak about The Clock of the Long Now and discuss topics such as investment philosophy, reframing one’s state of mind, and balancing the long with the short term.
For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You’re also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with team
This episode was recorded on August 14, 2024.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(01:20) Welcoming Moritz
(04:56) The Clock of the Long Now
(15:54) Connecting the book’s guidelines to investing
(18:59) Handling the daily noise while keeping a long-term view
(22:26) What’s a long-term view in investing?
(28:38) Balancing the long and short term
(33:03) Scenarios vs forecasts
(35:52) Final lessons from the book
(37:20) The investment philosophy at Antheia
(45:45) The Goldberg principle
(48:44) Going lower down in the organisation to understand the culture
(52:48) Limitations in Antheia’s investment approach
(54:21) How is Moritz evaluated
(58:38) Moritz’s biases
(01:03:08) Book discussions
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Books Mentioned
- The Clock of the Long Now: Time and Responsibility - Stewart Brand
- The Great Depression: A Diary - Benjamin Roth
- The Creative Act: A Way of Being - Rick Rubin
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Companies Mentioned
- Unilever
- Costco
- Adyen
- JP Morgan
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More on Moritz
LinkedIn
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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What is Investing by the Books?
Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
Visit the website: http://www.investingbythebooks.com/
Follow on Twitter/X: https://twitter.com/Investbythebook
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What is Redeye?
Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.
Visit the website: https://www.redeye.se/
Follow on Twitter/X: https://twitter.com/Redeye_
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Disclaimer
Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
