Capital Allocators – Inside the Institutional Investment Industry Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
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Mar 18, 2024 Jonathan Tepper, CIO of Prevatt Capital and author of 'The Myth of Capitalism,' dives into investing in monopolies with a focus on quality and value. He shares insights from his unique upbringing, emphasizing the power of financial literacy. Tepper discusses strategies for identifying high-quality companies and the importance of ongoing diligence in portfolio management. He also highlights the impact of mentorship and personal authenticity in shaping his investment philosophy while encouraging a new generation's financial education.
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Unconventional Upbringing
- Jonathan Tepper's parents were missionaries in Spain, working with heroin addicts.
- He and his brothers helped, distributing flyers and forming close bonds with the addicts.
Self-Education
- Tepper's early education was unconventional, in a small missionary school and homeschooled for a period.
- His parents fostered a love of books, and he studied his older brother's college textbooks.
Impact of AIDS
- Madrid's AIDS epidemic in the 80s and 90s deeply impacted Tepper's childhood.
- Many of his close friends, who were recovering addicts, died from the disease.
