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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Investor's Philosophy and Approach
02:11 • 18min
Importance of Capital Allocation & Research Process
19:53 • 20min
Portfolio Management and Valuation Process
40:20 • 2min
Knowing When to Sell Investments
42:03 • 4min
How they spend their quiet time in the office and during travel
45:51 • 2min
The Qualities of Successful Investors and the Importance of Holding on to Great Businesses
47:52 • 2min