Paul Sonkin

In this engaging conversation, Paul Johnson, a seasoned investor and professor, joins fellow financial expert Paul Sonkin, a portfolio manager and analyst, to discuss their groundbreaking book. They delve into the art of pitching investment ideas and the pivotal role of creativity in finance. The duo highlights the importance of understanding intrinsic value, competitive advantages, and effective communication between analysts and portfolio managers. Their insights into market dynamics and the wisdom of crowds offer valuable lessons for both novice and seasoned investors.