In Good Company with Nicolai Tangen Sir Chris Hohn: Strategic Investing, Long-Term Value and Purposeful Philanthropy
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May 14, 2025 
Sir Chris Hohn, founder of The Children's Investment Fund Management and a passionate philanthropist, shares his insights on strategic investing and purposeful philanthropy. He emphasizes the importance of long-term thinking and the value of economic moats in investment decisions. Chris discusses his commitment to climate change and children’s health through his foundation, showcasing how modest financial investments can lead to significant global impacts. His story reflects a transformative approach to finance, urging greater social responsibility in the industry.
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Investment Moats Are Key
- Strong investment moats come from sustainable, hard-to-replicate barriers like irreplaceable physical assets and intellectual property.
- Competition and substitution risk kill profits, so durable moats protect long-term earnings power.
Pricing Power Beats Growth Alone
- Essential product or service with predictable recurring revenues is preferred.
- Growth alone isn't valuable without barriers; pricing power above inflation is what drives profit growth.
Validate Barriers Before Valuation
- Confirm the durability of business barriers before valuation.
- Use diligence, reference checks, and test bear cases with your team.