Peter Phan

In this riveting discussion, Peter Phan, Portfolio Manager and founder of Castlereagh Equity, shares his journey from card counting to investing. He explores the significance of mental models and multidisciplinary thinking in stock analysis. Peter delves into fascinating case studies like United Overseas Australia and Data#3, emphasizing valuation and management honesty. He passionately debates the efficiency of markets and the role of personal ethics in investing. Plus, he offers insightful advice on indexing, forecasting, and mentorship.