Investment Strategy: Buying Cheap Assets with a Tailwind

The guest, Kuppy, discusses his investment strategy of buying assets that are cheap and have a tailwind. He criticizes the complex investment processes of finance professionals and emphasizes the simplicity of his approach, which involves buying assets that are both cheap and experiencing positive macroeconomic trends. He believes that the growth potential and multiple expansion of these assets outweigh the importance of earnings growth. Kuppy highlights the importance of focusing on the rate of change and acceleration of revenue and earnings growth in determining the strength of a tailwind.