The Morning Brief
The Art of Investing
Dec 7, 2024
Kenneth Andrade, founder and CIO of Old Bridge Capital Management, and Sunil Singhania, founder of Abakkus Asset Manager LLP, delve into the evolving art of investing. They discuss the importance of corporate governance, especially in small and mid-cap stocks, while sharing transformative lessons learned during market challenges. The duo emphasizes the virtue of patience in investing and the need for disciplined strategies over gut feelings. They also explore the dynamics of the airline industry, illustrating how market cycles and competitive landscapes influence smart investment decisions.
23:24
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Quick takeaways
- Investing requires a blend of quantitative analysis and experiential learning, allowing practitioners to recognize market patterns beyond mere numbers.
- Successful stock selection hinges on identifying undervalued companies during downturns while knowing when to sell is equally critical for sustained returns.
Deep dives
The Evolution of Investing: Balancing Science and Art
Investing can be seen as both a science and an art, with experienced practitioners emphasizing the importance of life lessons learned over the years. For many investors, the journey begins with quantitative analysis, such as numbers and ratios. However, true understanding and artistry in investing often develop through real-world experience, particularly during different market cycles. The ability to interpret data and recognize patterns in market behavior distinguishes skilled investors from beginners, who may overly rely on numbers without the depth of insight that experience brings.
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