Good Investing Talks

Soo Chuen Tan, what have you learned building Discerene Group?

Oct 19, 2022

Founder of Discerene Group, Soo Chuen Tan, shares insights on global investing, mentoring, value traps, balancing offense and defense in investments, building a strong foundation, navigating long-term partnerships, investing in Meggitt case study, and having a disprovable thesis in investing.

01:18:58

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Episode guests

Soo Chuen Tan

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Episode notes

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Quick takeaways

Implementing a global investing approach allows for asymmetrical opportunities due to cultural and information variations.

Mentorship plays a vital role in leadership development, guiding fundamental principles, and transitioning from mentee to mentor.

Building a successful investment firm entails setting strong foundations, establishing trustworthy partnerships, and navigating challenges with resilience.

Deep dives

Global Investing Approach

The podcast episode discusses the importance of a global investing approach rather than focusing solely on the US market. The speaker, Sue Jen, explains that as a fan of Buffett, she appreciates applying value-investing principles across a global landscape due to cultural, language, and information differences, allowing for asymmetrical opportunities. With technological advancements and communication tools, investing globally offers unique challenges and opportunities.

Intro

3min

The Power of Mentorship in Career and Life

9min

The Value of Open and Blunt Feedback in Different Cultures

2min

Navigating the Value Investing Landscape

14min

Importance of Building Strong Foundations in Investing and Business Growth

3min

Navigating the World of Value Investing and Long-Term Partnerships

23min

Investing in Meggit: A Case Study

18min

The Importance of Having a Disprovable Thesis in Investing

8min

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach.

In our discussion we have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introduction to Soo Chuen
01:50 Disclaimer
02:30 Choosing a global approach
03:35 Mentoring
11:45 Receiving feedback
13:39 Opportunity in crisis
15:24 Advising young mentees
18:20 Balancing offense and defense
21:21 Tips on getting started with a partnership
27:10 Community Exclusive: Scaling up a firm
28:15 The right pace of building an investing business
31:00 Clockspeed vs. market
38:05 Enjoying the bad times
41:02 Finding the right investors
44:10 Southeast Asia
49:35 Attractive markets to invest in
51:44 Understanding countries when investing in businesses
53:40 Meggitt case stdy
01:01:30 Research
01:09:06 Management teams
01:11:29 Allowing thesis change
01:15:55 Reasons to sell
01:17:10 Stock cycle
01:17:46 Thoughts on Value Investing
01:18:24 Thank you
01:18:48 Disclaimer

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