Soo Chuen Tan

Soo Chuen Tan, founder and president of Discerene Group, shares his journey of starting a value investing firm post-Lehman Brothers collapse. He emphasizes the importance of strict value investing principles and offers insights into avoiding pitfalls in the market. Soo discusses how great investing can be learned and stresses emotional resilience for young investors. He highlights the need for distinguishing between intrinsic value and market perceptions, along with the long-term perspective necessary for sustainable investment success.

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.