Investing by the Books #59 Chris Waller on We Are Bellingcat
Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-source information.
For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You’re also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with team
This episode was recorded on April 17, 2024.
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Episode Chapters
(00:00) Introduction by Eddie & Niklas
(01:29) Introducing Chris and his passion for investing
(04:42) We Are Bellingcat
(16:05) How to find an informational edge
(21:12) Paying for data
(25:09) Seeking the truth, not agreement
(28:07) Looking for the other side of your thesis
(31:08) Weighing data points and a story by Chris
(39:07) Shorting stocks
(43:45) Parallels to sleuth investing
(47:24) Drawing the ethical line
(52:49) Plural Investing and investment philosophy
(01:04:28) Book discussions
(01:07:27) Mentors and role models
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Books Mentioned
- We Are Bellingcat - Eliot Higgins
- The Sleuth Investor - Avner Mandelman
- The Advanced Sleuth Investor - Avner Mandelman
- Competition Demystified - Bruce Greenwald
- You Can Be a Stock Market Genius - Joel Greenblatt
- Amazon Unbound - Brad Stone
- Never Split the Difference - Chris Voss
- Several books and a masterclass from Bob Woodward
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More on Chris
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About the Podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
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What is Investing by the Books?
Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
Visit the website: http://www.investingbythebooks.com/
Follow on Twitter/X: https://twitter.com/Investbythebook
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What is Redeye?
Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.
Visit the website: https://www.redeye.se/
Follow on Twitter/X: https://twitter.com/Redeye_
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Disclaimer
Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se