Masters in Business Graeme Forster on Global Longevity Investments
8 snips
Oct 13, 2023 Graeme Forster of Orbis Holdings discusses their unique investment approach, mathematical epidemiology, comparing winning in capitalism and the lottery, investor longevity, investing in commodities, differentiated thinking, analyzing Japan's corporate governance change, factors driving change in the Japanese business landscape, mentors and favorite books, and reflections on investing in the early 90s.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
Mathematical Epidemiology and the Concept of Infinity
02:40 • 12min
Comparing Winning in Capitalism and the Lottery
14:28 • 2min
Investor Longevity and Achieving Extraordinary Results
16:42 • 17min
Approach to Investing in Commodities as Equity Investors
34:10 • 2min
Differentiated Thinking: Finding Mispriced Stocks
35:54 • 20min
Analyzing Japan's Corporate Governance Change and Investment Potential
56:07 • 4min
Factors driving change in Japanese business landscape
59:39 • 15min
The Importance of Mentors and Favorite Books
01:14:28 • 4min
Reflections on Investing in the Early 90s and the Importance of Decision-Making
01:18:53 • 3min