Founder of Discerene Group, Soo Chuen Tan, shares his value investing journey and tips for younger investors. Topics include reflexivity in markets, avoiding value traps, unique partnership structures, skills development for analysts, staying objective in financial planning, and mastering value investing inspired by Warren Buffett and Charlie Munger.

Soo Chuen Tan, President of Discerene Group LP, discusses the psychological and philosophical aspects of value investing. He emphasizes on being greedy when others are fearful, viewing risk as permanent capital impairment, and requiring a margin of safety. Tan also talks about understanding cultural values and norms in business and shares reflections on operating in 'thick' versus 'thin' cultures.

Soo Chuen Tan, founder of Discerene Group, shares lessons from working with Seth Klarman and the ideal structure for an investment firm. They discuss their contrarian, long-term value investing philosophy, evaluating businesses with network effects, reasons for removing companies from the portfolio, and the importance of considering geopolitical situations when investing outside the US.

Soo Chuen Tan, Founder and President of Discerene Group, shares insights on building a successful investment firm managing over $2 billion. He discusses the unique drawdown structure designed for limited partners, emphasizing the importance of contrarian thinking. Soo Chuen highlights the delicate balance between valuing traditional profitability versus emerging disruptors. Additionally, he elaborates on navigating investment risks in diverse jurisdictions, especially in China, while fostering strong, long-term partnerships within the investment landscape.

Founder of Discerene Group, Soo Chuen Tan, shares insights on global investing, mentoring, value traps, balancing offense and defense in investments, building a strong foundation, navigating long-term partnerships, investing in Meggitt case study, and having a disprovable thesis in investing.