On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss:
(03:37) Dev Kantesaria's Unique Background
(06:20) Investment Philosophy and Approach
(09:23) Portfolio Analysis and Key Metrics
(12:38) Case Study: Fair Isaac Corporation (FICO)
(32:20) Unlocking Pricing Power: The FICO Case Study
(37:25) S&P Global: A Long-Term Investment Perspective
(44:14) Valley Forge Fund Performance: Analyzing Returns
(50:24) Key Takeaways from Kantesaria's Investment Philosophy
(56:33) AI and Investment Uncertainty: A Cautionary Perspective
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
