The JRo Show
Interview with Quoc Tran
Nov 16, 2023
The podcast features an interview with Quoc Tran, discussing his concentrated investing philosophy and different categories of stocks he invests in. He also talks about portfolio management, risk management, and using data for process improvements. Other topics include incorporating a macro view into fundamental analysis, valuation process, and when to sell investments. The podcast also touches on spending quiet time in the office, qualities of successful investors, and the importance of holding on to great businesses.
50:06
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Quick takeaways
- Quoc Tran follows a concentrated, long-term investing approach, focusing on buying the best businesses at reasonable prices.
- Tran Capital implements a three-stage research process, incorporating factors such as moat trajectory review, macro trends, and ESG impacts into their valuation models.
Deep dives
Investing Philosophy and Approach
The guest, Kwok Tran, describes his investing philosophy as a concentrated, long-term approach focusing on buying the best businesses at reasonable prices. He categorizes his portfolio into three types of companies: compounders, picks and shovels companies, and special situations. Tran Capital typically targets high-growth companies with higher return on equity, slightly trading at a premium to the market, but with the potential for multiple expansion as their growth outpaces the market.
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