PIWORLD Investor Podcasts Keith Ashworth-Lord, The UK Buffettology Fund: interview part two
Jul 5, 2019
29:50
Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund
Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more.
Valuation of good companies – 00:20
AB Dynamics – 02:08
Sell discipline – 04:45
Lessons learned from past mistakes – 06:04
Lessons learned from Woodford? – 10:08
Do you have to go to the small/mid cap market for good growth? – 14:13
How has regulation changed fund management? – 17:45
Liquidity – 18:55
Buffettology licence continuity? – 19:40
What part does luck play in investing? – 22:20
Lack of mentors – 23:11
The macro picture – 25:05
How do you feel about valuations now? – 27:57