Insightful Investor

#67 - Soo Chuen Tan: Long-Term Equity Investing

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Apr 22, 2025
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INSIGHT

Roots of Independent Thinking

  • Independent thinking is partly genetic and partly learned through encouragement to question everything from first principles.
  • This mindset allows courage to make contrarian decisions by seeking truth beyond conventional wisdom.
ANECDOTE

Charlie Munger's Tough Advice

  • Soo Chuen asked Charlie Munger for advice during a tough investment search.
  • Charlie simply replied, "Who said this would be easy?" motivating persistence.
INSIGHT

Long-Term Contrarian Investing

  • Long-term investing means owning businesses through multiple economic cycles, implying generational time horizons.
  • Buying at unfair low prices during market dislocations requires patience and a contrarian mindset.
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