Kerr Neilson

Kerr Neilson, a significant figure in the Australian equity market, discusses his career trajectory, founding Platinum Asset Management, and eventually leaving the company. They also delve into their journey from South Africa to Australia, the importance of understanding key factors driving a business, running money for Soros, the potential of the Indian economy, and concerns over valuations and inducements in certain industries.

Kerr Neilson, a transformative figure in the Australian equity market, shares his insights as the founder of Platinum Asset Management. He reflects on his migration from South Africa, discussing the challenges faced and lessons learned. The conversation dives into investment strategies during market turmoil, particularly the 1987 crash. Neilson also emphasizes the impact of AI on investment opportunities in Asian markets, illustrating the complexities and potential for growth in regions like India and the property struggles in China.

Angus Donohoo, an investor and analyst from Intelligent Investor, shares insights drawn from his unique experiences. He discusses lessons learned from investment guru Kerr Neilson, focusing on position sizing and risk diversification. The conversation takes a fun turn as they compare dating apps to pokies, delving into their monetization strategies. Finally, they explore the competitive landscape between AI giants Microsoft and NVIDIA, highlighting potential future challenges in the tech sector.