The Education of a Value Investor

Jeff Henriksen: Learning by Teaching. Gaining the Behavioral Edge in Investing

Mar 6, 2023

23:46

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Highlights

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Episode notes

I've Enriched Value X and You Enrich It Even More Than You Think

01:45

Do You Think Your Decision Making Is Better Than Living in the United States?

02:35

You've Moved Back to the US to Start a Family

02:30

Introduction

2min

Teaching Valuation

3min

The Efficient Market Hypothesis Is a Very Powerful Idea

2min

Value X Investment Ideas Worth Sharing

4min

How to Buy the Cheapest Decile of Stocks on Price to Book

4min

You've Moved Back to the US to Start a Family

3min

I'm an American I Love Your Permanently I Love It

2min

Do You Think Your Decision Making Is Better Than Living in the United States?

3min

I've Enriched Value X and You Enrich It Even More Than You Think

2min

Jeff Henriksen is the co-founder and CEO of Thorpe Abbotts Capital, a value oriented hedge fund based in Charlottesville, Virginia. In this short interview, Jeff talks about his experience of attending the executive MBA programme in Oxford, leading to him staying to teach a valuation course to graduates. Other topics include gaining a behavioral edge in investing, and the advantages of a price to book strategy.

Transcript is available here: https://aqfd.docsend.com/view/zts7etxhxifcwp86