

Antifragile Businesses with the Most Upside with Jim Edwards, Founder and Managing Partner of Maestria Partners
13 snips Sep 12, 2024
Jim Edwards, founder and managing partner of Maestria Partners, shares his journey from university endowments to launching his own investment firm. He discusses key lessons in differentiation and effective investment strategies. Jim reveals his approach to valuing well-regarded companies and explains why he prefers a concentrated portfolio. The conversation delves into the dynamics of major tech investments and the importance of learning from past mistakes, offering valuable insights for anyone navigating the investing landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Navigating Effective Investment Strategies
04:12 • 38min
Navigating Tech Giants in Portfolio Management
42:16 • 14min
Lessons Learned from Investment Mistakes
55:49 • 2min
Navigating Investment Fund Dynamics
57:54 • 4min
Navigating Investment Opportunities in an Inefficient Market
01:01:57 • 3min