The 7investing Podcast A Return to a Margin of Safety with Brett Schafer and Ryan Henderson
While backup kickers on the Washington State University football team, Brett Schafer and Ryan Henderson used to spend down time talking about stocks. This mutual interest soon blossomed into a regular podcast and website. The first year after they began, Schafer and Henderson report, it was mostly just friends and family listening. But as they began interviewing financial analysts and writers from around the Twitterverse, they quickly gained an audience with their unique blend of youthful humor, hot takes on the market, and solid investment analysis.
The pair are now launching a new fund, Arch Capital. For every position that made it into the portfolio, the pitch ended with the same two questions:
1)Over the next 3-5 years, what are the chances this investment loses money?
2) What chance do you give this stock, at current prices, to compound at 15% over the next 3-5 years?
As Schafer and Henderson like to say, "We start with a margin of safety, and end with growth." The end result is a portfolio with a nice mix of value, growth, and income names. And video games. A lot of video games. In the interview, both Schafer and Henderson talk a little about the video game industry before breaking down one of their top holdings, Nintendo (OTC:NTDOY), a company that probably gets far too less love from American investors.
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