Is now the time to invest?  

That's the question that I asked  Matthew Peterson.  

The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility. Guy poses on the record questions and Matthew shares a rare message with all investors not to miss this opportunity.

Matthew Peterson is the managing partner of Peterson Capital Management, a concentrated, long term, public equity fund.

Full transcript available here: https://aqfd.docsend.com/view/c7i6zkyp6uhk7wu3

Executives Referenced:

Charlie Munger https://en.wikipedia.org/wiki/Charlie_Munger

John Malone https://en.wikipedia.org/wiki/John_C._Malone

Peter Kaufman http://latticeworkinvesting.com/2018/04/06/peter-kaufman-on-the-multidisciplinary-approach-to-thinking/

Guy Spier https://en.wikipedia.org/wiki/Guy_Spier

Businesses Discussed:

Daily Journal https://journaltech.com/

Berkshire Hathaway https://berkshirehathaway.com/

Glenair https://www.glenair.com/

Books Recommended:

Commons Stocks and Uncommon Profits by Philip Fisher https://www.amazon.com/Uncommon-Profits-Writings-Investment-Classics-ebook/dp/B00XCC5Y0O

A Man for All Markets by Edward Thorp https://www.amazon.com/Man-All-Markets-Street-Dealer/

Whitepaper:

With Whom I would Invest by Guy Spier https://aqfd.docsend.com/view/8ambrx27xjnmtp43

Content

0:56 - A Message for Investors

2:38 - Regret Minimization

4:46 - With Whom I Would Invest

5:29 - Admirable Business Managers

10:22 - Recommended Books

11:40 - Getting Connected

12:12 - Final Words