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The Education of a Value Investor

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Feb 15, 2021 • 33min

Jehangir Appoo and Georgina Godwin: From Cardiothoracic Surgery to AOIT Health

Georgina Godwin interviews Jehangir Appoo, an incredibly accomplished cardiothoracic surgeon. Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania. He has also held the position of Clinical Associate Professor of Cardiac Surgery at the University of Calgary, helping establish an artificial heart programme and performing Alberta’s first artificial heart device implant.   Jehangir discusses his fascinating journey, which began as a well-travelled youngster living in at least 7 countries before the age of 18, finally settling in Canada. Medicine was an unusual choice of career for a young man who hated the sight of blood. After a chance encounter with the Dean of his Medical School, near the Taj Mahal, he offered Jehangir some wise words, ‘once you see the light don’t turn your back upon it’. As his plane took off to return home, the decision was made that his future lay in cardiac surgery. Sadly, after a long and illustrious career at the frontline of cardiac surgery, issues with Jehangir’s neck, forced him to stop operating. He was determined that his new career would need to have an on-going impact in health care and what followed was two completely different worlds colliding, digital technology and medicine. Jehangir heads up a capital fund called AOIT Health. His aim is to be part of the evolution of how AI is used for medical diagnosis using machine learning technologies. Using his experiences at the front line of health care, his aim is to develop machine learning in an environment that can make a significant change; to the way medicine is practiced. Jehangir is also involved in a non-profit organisation called Creative Destruction Lab, a partnership with scientists coming out of Universities, business schools, venture capital and entrepreneurs with the goal of building businesses. The idea being to take a project from the lab and build it into a big business, which is the whole basis of innovation and venture capitalism. Finally, Jehangir addresses the positive impact that the pandemic has brought by integrating digital technology into health care. Virtual care had never been done before but now it has been accepted as a legitimate form of medical care, the whole space has opened up to remote patient monitoring, COVID has brought 2030 a decade early, accelerating digital technology investment in health care and rethinking how healthcare can work in the future.Full transcript available here:  https://aqfd.docsend.com/view/7wfqnk9sauntku4y Contents:About Jehangir Appoo (00:00)Journey to Cardiothoracic Surgery (03:08)Thoughts on Healthcare Around the World (08:32)Professional Accomplishments (10:58)Career Change – Healthcare Meets Technology (13:26)COVID and Digital Technology (20:07)Jeffersonian Meals (24:33)Thoughts on Exciting Developments in Healthcare (28:24)
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Dec 18, 2020 • 27min

Grant Schreiber and Georgina Godwin: Growing Up in South Africa and the Real Leaders Magazine

In this conversation Grant Schreiber talks to Georgina Godwin about growing up in South Africa, his books, Real Leaders magazine and his future plans.Full transcript available here: https://aqfd.docsend.com/view/7xek49puhrabuxsqContents:Early Life and Education under Apartheid (01:51)Business Regulations in South Africa (06:51)The Books: Healing Through Humour (09:03)Becoming Global Citizens (11:02)Real Leaders: What Makes Them Stand Out? (14:29)Sustainability Under the Loop (19:54)Future Plans (23:45)The Power of Networking and Personal Connections (25:27)
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Dec 3, 2020 • 25min

Joe Chapman

In this conversation, Joe Chapman talks to me about his squash career, Chapman Property Group and master-planned communities. University of Rochesterwww.rochester.edu/ Michael Rizzo http://www.sas.rochester.edu/eco/people/faculty/rizzo_michael/index.html Journal Monetary Economicswww.journals.elsevier.com/journal-of-monetary-economics Wikipedia Pagehttps://en.wikipedia.org/wiki/Joe_Chapman BVI Olympic Committeehttp://bviolympics.org/joe-chapman/ Full transcript available here: https://aqfd.docsend.com/view/2fvsz6stqz4gfimhContents:From the British Virgin Islands to the University of Rochester (00:43)A Career in Squash (02:49)Hurricane Irma: What is There to Be Learned? (06:48)Chapman Property Group: Structure and Future Ideas (09:18)Successful Models of Urban Environment (15:18)Master-Planned Communities (21:17)
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Dec 1, 2020 • 43min

Amanda Pullinger and Georgina Godwin: The Importance of Women in Finance

In this call Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance. Amanda Pullinger, CEO of 100 Women in Finance, uses her experience to predict what proportion women will make up the finance sector by 2030.Full transcript available here: https://aqfd.docsend.com/view/cjy2hevj6jpyu9zmContents:About Amanda Pullinger (00:00)Pursuing a Career After University (07:51)Women Underrepresented in Finance (11:41)Lack of Diversity in the Workplace (15:01)100 Women in Finance (18:43)Openness to Political Debate (30:12)How Will a Biden Administration Affect the World of Finance? (33:02)Thoughts on Brexit (37:06)
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Nov 27, 2020 • 20min

Georgina Godwin Introduction by Guy Spier

Introducing Georgina Godwin - who will be doing some of the interviews and hosting.  In this episode Guy Spier interviews Georgina Godwin, who will conduct some of the interviews going forward. She discusses her start as a radio host, working at Monocle, and the importance of asking about interviewees early influences.More about Georgina Godwin here:HTTP://www.twitter.com/georginagodwinOr find her on Monocle RadioHTTP://www.monocle.com/radio/Full transcript available here: https://aqfd.docsend.com/view/xjmvtyqynv4rjr58Contents:Meeting Georgina Godwin (01:33)Ending Up in Radio (04:14)Feeling Antipathy Towards Women Who Choose Not to Work (07:41)Monocle Organization (09:48)Events Pivoting to More of a Digital Presence (13:36)Importance of Early Influences (17:01)
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Nov 26, 2020 • 9min

Email Update: Knowledge Management in a New Era

Listen (or watch) on youtube here on.aqu.am/3fzgKKU You can read the email here: on.aqu.am/37cyvMa sign up to be on the email list here: bit.ly/2NX8XdQ Email Update: Knowledge Management in a New Era by Guy Spier is licensed under a Creative Commons License.
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Nov 17, 2020 • 1h 38min

Kevin Schawinski: Supermassive Black Holes, the Big Bang, Quantum Mechanics, Artificial Intelligence

In this conversation Kevin Schawinski talks to me about galaxies’ transition process, quantum mechanics and machine learning. He also goes into detail about his Galaxy Zoo citizen science project and about Modulos.Other relevant links here:  https://twitter.com/kevinschawinski  ch.linkedin.com/in/kevin-schawinski-517b2a74  de.wikipedia.org/wiki/Kevin_Schawinski  https://skyandtelescope.org/sky-and-telescope-magazine/galaxy-zoo-a-citizen-science-project/ Full transcript available here: https://aqfd.docsend.com/view/a8j8qtx74gky7vhjContents:From Cornell University to Balliol College, Oxford (01:54)The Mechanisms Behind Galaxies’ Transition Process (06:26)Quantum Mechanics: The Many-Worlds Interpretation (19:23)The Limits of the Laws of Nature (33:53)Galaxy Zoo: A Citizen Science Project (44:11)The Difficulties Of Machine Learning Technology (54:01)Modulos: Building a Universal Tool (1:03:25)Powerful Algorithms Behind Social Media (1:15:40)What Can Switzerland and the UK Learn From Each Other? (1:29:56)
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Aug 25, 2020 • 51min

Aaron Edelheit: Twitter, the Sabbath, US Real Estate and Chick-fil-a

In this conversation Aaron Edelheit and I talk about modern approaches to value investing, Twitter, his book and American home.  Full transcript available here: https://aqfd.docsend.com/view/gu8jh94rj4cemuu5Contents:Modern Approaches To Value Investing (00:41)Twitter as a Curation Tool (03:15)Twitter: The Teenage Years (16:47)Expanding the Twitter Ecosystem (19:43)Jack-of-All-Trades Investors (33:29)The Birth of a Value Investor (37:45)Business vs. Investing (39:25)Every Day and Twice on Sunday (41:51)Delayed Shareholder Gratification (48:43)
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Jun 29, 2020 • 55min

Eitan Chitayat on His Viral Video and People Who Inspire Him

Eitan Chitayat leads Natie, a creative branding agency based in Tel Aviv.  I originally met Eitan at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he's a creative genius. He's also the author of the extraordinary "I'm that Jew" viral youtube video that got more than 10 million hits on various social channelsI'm that JewEitan on twitterNatieBlog PostEpisode TranscriptKey momentsLeveraging technology to connect with clients (8:25)About that friend in Paris…during those three days of terror (10:25)Behind the scenes of the video production (12:53)Releasing the awe-inspiring video (16:33)Jewish advocacy (21:24)Eitan’s brand strategy (24:53)Articulating the story everyone wants to hear (31:42)Why is there so much noise in the world? (42:37)How the Golden Rule can motivate people to act like a human being (46:33)Benefits of avoiding negativity on social media (51:41)Teaching the children well (52:52)Eitan’s heroes: Tanenbaum and Collins (56:26)Spotlighting individuals who he admires (58:47)The impact Dana Satterwhite had on Eitan (1:02:32)The marvelus sound of silence (1:04:14)The magic touch of a sister (1:05:29)Keats and Tolkien as great writers (1:09)
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May 29, 2020 • 1h 14min

Discussing the 2020 Berkshire Hathaway Annual General Meeting with Dante Albertini

I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting. We also discussed the world economy, the state of the markets, and coronavirus.More about Dante Albertini here: https://www.linkedin.com/in/dante-albertini-8387491/?originalSubdomain=peFull transcript available here: https://aqfd.docsend.com/view/h6m5vjp4dewnp9b7 Contents:Covid’s Impact on the Economy (00:01:15)Long-Term Holding Expectations (00:08:00)Lessons from Bad Investing Experiences (00:16:33)Warren Buffet Lunch Photographs (00:23:04)Quantitative Easing (00:29:16)Impact of Trump & Adjusting to Covid (00:36:16)China vs US (00:45:09)Making Investment Decisions (00:50:34)Managing Information Overload (00:58:06)Going from Success to Significance (01:07:28)

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