Francis Chu

Francis Chu, a renowned investor with an impressive CAGR exceeding 13%, shares his insights on capital allocation and value investing. He discusses the acquisition and sale of Stonetrust Insurance, illustrating the dynamics of trust and relationship management in business. Chu emphasizes the significance of defining one's circle of competence and learning from past mistakes. He also reflects on the importance of financial discipline and starting early in investing, while offering thoughts on navigating economic crises and mastering investment niches.