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Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?
Oct 17, 2024
Will Kim, an investment professional at Apsis Capital Management, shares insights on identifying high-quality companies benefiting from secular trends. He discusses his transition from corporate life to investing and lessons learned from early career mistakes. Highlights include a deep dive into Nvidia's strategic position in tech and the complexities of Airbnb's shared economy impact. Will also shares tips on portfolio construction, the importance of trends, and how to avoid common investment pitfalls.
49:16
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Quick takeaways
- Concentrating on high-conviction investment ideas and understanding macroeconomic trends can enhance portfolio performance and adaptability.
- A thorough background in corporate strategy and market analysis empowers investors to make informed decisions and develop comprehensive investment strategies.
Deep dives
Focusing on Strengths in Investing
Emphasizing the importance of concentrating on strengths can lead to impactful investment strategies. By honing in on trends and selecting high-quality companies poised to benefit from those trends, an investor can create a concentrated portfolio where high-conviction ideas account for a significant portion of the overall investment. This approach mirrors the philosophies of well-known investors like Peter Lynch, who advocates for investing in familiar areas, and Phil Fisher, who promotes deep understanding of companies and their ecosystems. Such strategies ensure that the investor is not just making decisions based on data but is also passionately engaged in their investments.
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