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The JRo Show
Interview with Dan O'Keefe
Oct 19, 2023
Topics discussed include value investing philosophy, risk management, when to sell a stock, incorporating a macro outlook into stock picking, research process, being a global investor, thoughts on passively investing in S&P 500, and the contradictory psychological profile of a good investor.
01:15:33
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Quick takeaways
- Value investing involves buying something cheaply relative to its intrinsic value and cash flow.
- Assessing a business's characteristics, such as growth potential and durability of earnings, is essential in making investment decisions.
Deep dives
Investing Philosophy and Value Investing
Dan O'Keefe, the managing director of Artisan Partners Global Value Team, discusses his investing philosophy as a value investor. He defines value as a judgment about a business's worth and emphasizes the importance of buying something cheaply relative to its intrinsic value and cash flow. He also mentions the significance of managing risk by investing in quality businesses with financial strength and partnering with management teams focused on building long-term value.
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