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Doctors Investing Group Interviewer: Tom Dittrich February 16, 2022
(00:00:00) - Introduction
(00:01:31) - From Entrepreneur to Investor
(00:06:30) - Value Investing
(00:09:05) - Learning to find true value of a business
(00:12:32) - Diversified vs. Concentrated Portfolio
(00:14:54) - Shameless Cloning
(00:17:46) - Business with spawning DNA
(00:25:23) - Effect of macro events on investing
(00:39:51) - Investing in foreign markets
(00:44:41) - Auction driven markets
(00:50:45) - Free Lunch Portfolio
(00:52:11) - Dakshana Foundation
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