Chit Chat Stocks Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE, CP, And...?)
Dec 3, 2025
Explore the investment genius of Chris Hohn, who has outperformed the market for over two decades. Delve into TCI's focus on infrastructure, and discover why Hohn favors tangible assets like airports and toll roads. Learn about the strategic case studies on GE Aerospace and Alphabet, featuring discussions on investment risks and management challenges. The hosts analyze Hohn’s philosophy of prioritizing durability over growth, shedding light on his unique approach to capital preservation and activist investing.
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Philanthropy Shaped From A Field Trip
- Chris Hohn visited the Philippines early in his career and saw extreme poverty.
- That experience drove him to start a fund whose profits support philanthropy.
Private Equity Play In Public Markets
- TCI uses a private-equity approach in public markets: deep research, activism, and long holds.
- The fund concentrates positions to maximize alpha and acts like an owner, not a trader.
Favoring Irreplaceable Infrastructure Assets
- Hohn narrows his investable universe to durable, low-competition businesses like airports and toll roads.
- He values irreplaceable physical assets and replacement risk drives his selections.