Investing by the Books

Gillian Zoe Segal is the author of 'Getting There: A Book of Mentors'. In the book, Gillian has interviewed and photographed 30 superstars, including Warren Buffett and Michael Bloomberg. We talk about her special relation to Berkshire Hathaway, seven common traits among successful people, qualities to look for in a mentor, and much more.The episode was recorded on May 24, 2022. For more info about the podcast, go to the episode page. Follow us on Twitter: https://twitter.com/IB_Redeye—————————————Episode Chapters(00:00) Intro to Gillian and Getting There(03:41) Gillian's special relation to Berkshire Hathaway(06:47) Choosing people to interview and the book title(09:50) Seven common factors of successful people(15:02) Jim Koch's lessons from mountaineering(18:15) The third door and dealing with rejection(24:17) Why success can turn into failure(27:30) Play to your strengths, but be ready to sacrifice something(32:22) Gillian's fav advice(34:07) The right attitude, for the right people(36:01) Mentors, role models, and heroes(40:10) Becoming a mentor(41:48) Qualities to look for in a mentor(43:47) Risks of having mentors(46:52) Learning about yourself(48:26) The worst advice(49:17) Book recommendations—————————————Books MentionedGetting There - Gillian Zoe SegalNew York Characters - Gillian Zoe SegalThe Third Door - Alex BanayanBad Blood - John CarreyrouA Search in Secret India - Paul BruntonThe Education of a Value Investor - Guy SpierRicher, Wiser, Happier - Influence - Robert CialdiniPre-Suasion - Robert Cialdini—————————————Episodes MentionedPatrik Wahlén - Episode 14: Investing by the Books podcastShree Viswanathan - Episode 20: Investing by the Books podcastBryan Lawrence - Episode 440: The Investor's Podcast—————————————More on Gillian Zoe SegalLinkedIn: https://www.linkedin.com/in/gillian-zoe-segal-64041021/—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Rajeev Agrawal is the Fund Manager & Managing Partner at DoorDashi India Fund. For this episode, Rajeev has picked one of our favorite books - Poor Charlie’s Almanack - with wisdom from Charlie Munger, compiled by Peter Kaufman. Our conversation is an educational and inspiring discussion of how the ideas can be applied practically in our strive to become first-class investors.The episode was recorded on May 23, 2022. For more info about the podcast, go to the episode page. Follow us on Twitter: https://twitter.com/IB_Redeye—————————————Episode Chapters(00:00) Intro to Rajeev Agrawal(03:15) About the bible(05:33) Intro to Peter Kaufman(07:00) Applying Poor Charlie’s Almanack(15:01) Chapter 1: A Portrait of Charles T. Munger(24:08) Chapter 2: The Munger Approach to Life, Learning and Decision Making(43:08) Chapter 3: Mungerism: Charlie Unscripted(49:26) Chapter 4, Speech 11: The Psychology of Human Misjudgment(1:06:19) Investing in India(1:12:04) Book recommendations—————————————Books MentionedPoor Charlie's Almanack - Peter KaufmanThe Education of a Value Investor - Guy SpierBerkshire Hathaway Letters to ShareholdersThe Most Important Thing - Howard MarksThere's Always Something to Do - Christopher Risso-GillThe Intelligent Investor - Benjamin GrahamThink and Grow Rich - Napoleon HillThinking Fast and Slow - Daniel KahnemanInfluence - Robert CialdiniFooled by Randomness - Nassim Taleb—————————————More on Rajeev AgrawalDoorDarshi: https://www.doordarshiadvisors.com/LinkedIn: https://www.linkedin.com/in/rajeevagrawal/Twitter: https://twitter.com/rajeev_agr—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Avner Mandelman is a former rocket scientist and hedge fund manager ​that has written several books and served in the Israeli Air Force. In a rare interview, we discuss his unconventional and intriguing strategy of stock sleuthing - collecting physical evidence to become a superior investor.A special thanks to our listener @InwestMannen who inspired us to connect with Avner. We welcome all suggestions of interesting authors, books, investors, and voracious readers @IB_Redeye. The episode was recorded on March 7, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(04:42) Get to know Avner Mandelman(08:18) Sleuthing vs. Scuttlebutt(12:03) Sleuthing anecdotes(18:03) Applying sleuth investing(22:40) Traits of successful sleuths(28:25) Sleuthing digital companies(34:50) Stock ideas, analysis, and the Turing test(41:49) The right leader for the right business(52:38) Sleuthing tools: beer, phone, and a star map(1:06:47) Sleuthing challenges, behavior, and market outlook(1:16:07) Improving your judgment(1:28:53) Book inspiration(1:32:39) The Advanced Sleuth Investor—————————————Books MentionedThe Sleuth Investor - Avner MandelmanThe Snowball - Alice SchroederTaming the Lion: 100 Secret Strategies for Investing - Richard FarleighEssentials of Myers-Briggs Type Indicator Assessment - Naomi L. QuenkPlutarch’s Parallel Lives - PlutarchThe Pursuit of Victory: The Life and Achievement of Horatio Nelson - Roger KnightWho: The A Method for Hiring - Geoff Smart and Randy Street (about how to hire the best CEO for a company - recommended by Avner off-record)—————————————More on Avner MandelmanAmazon: https://www.amazon.com/Avner-Mandelman/e/B001IQZKWS%3FTwitter: https://twitter.com/avnermandelmanYoutube: https://www.youtube.com/channel/UCYqoVE89bEiKmybAlnLEq4wWikipedia:https://en.wikipedia.org/wiki/Avner_Mandelman—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

In this special episode, we discuss our adventure to Omaha and insights from watching Buffett and Munger on stage at Berkshire Hathaway’s annual meeting 2022. With thousands of like-minded investors attending, we took the opportunity to interview four seasoned money managers: Shree Viswanathan, Christian Billinger, Rajeev Agrawal, and Adam J. Mead.We welcome all suggestions of interesting authors, books, investors, and voracious readers around the world @IB_Redeye. The episode was recorded between April 29 and May 1st, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Omaha: Day 1(05:16) Omaha: Day 2(08:37) Interview: Shree Viswanathan, SVN Capital(13:27) Interview: Christian Billinger, Billinger Förvaltning(16:49) Interview: Rajeev Agrawal, DoorDarshi India Fund(25:40) Takeaways from KEDM/Kuppy's Event (27:40) Takeaways from Berkshire’s Q&A(40:49) Takeaways from Trupanion’s AGM(42:47) Interview: Adam J. Mead, Mead Capital Management(53:20) Takeaways from Willow Oaks Asset Management’s Event (59:24) Takeaways from Markel Corporation’s Brunch(1:02:18) Final remarks—————————————Books MentionedThe Oracle's Fables - John PrescottGetting There - Gillian Zoe SegalThe Complete Financial History of Berkshire Hathaway - Adam MeadThe Intelligent Investor - Ben Graham—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Shree Viswanathan is the founder, president, and portfolio manager of SVN Capital. In a deep and thoughtful conversation, we revisit the book with the biggest impact on Shree's life - "A Search in Secret India" by Paul Brunton. As we discuss ego reduction, intuition, anchoring, and how to evaluate people; it is evident that spiritualism helps, and perhaps even is necessary, to become a successful investor.For this episode, we want to give a special thanks to our listener @assonmoneymess, who connected us with Shree. We welcome all suggestions of interesting authors, books, investors, and voracious readers around the world @IB_Redeye. The episode was recorded on March 30, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro to Shree and the book(05:07) Three most important habits(08:13) Shree’s investing journey(11:13) A Search in Secret India(19:02) Ego reduction(27:42) Body, mind, and beyond(35:41) Shree’s investment philosophy(42:13) Intuition in investing(51:29) Competition is for losers(53:52) Anchoring and overconfidence(56:20) Finding your master(1:01:58) Evaluating managers (1:11:46) Westernization and investing in India (1:14:38) Inner scorecard (1:19:14) Shree’s reading habits(1:23:18) Three most important books—————————————Books MentionedA Search in Secret India - Paul BruntonThe Productivity Project - Chris Bailey Books by Thich Nhat Hanh Books by Jiddu KrishnamurtiBooks by Wayne Dyer100 to 1 in the Stock Market - Thomas PhelpsA Walk in the Woods - Bill BrysonDiary of a Hedgehog - Barton BiggsAwaken The Giant Within - Tony RobbinsThe Intelligent Investor - Ben GrahamThe Almanack of Naval Ravikant - Eric JorgensonThe Snowball - Alice SchroederOf Long-Term Value & Wealth Creation - Bharat ShahFortune’s Formula - William PoundstoneInvesting Between the Lines - L.J. Rittenhouse—————————————Podcasts & Talks MentionedBuddha at the Gas Pump - David GodmanCompetition is for Losers - Peter Thiel—————————————More on Shree ViswanathanWebsite: https://www.svncapital.com/Twitter: https://twitter.com/SvnCapitalLinkedIn: https://www.linkedin.com/in/shreekkanth-viswanathan-ab5300/—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Oddbjørn Dybvad is the co-founder of REQ Capital and a seasoned investor in global compounders. The focus of this episode is Oddbjørn's book “Investing in Value Creators" and our conversation covers management/investor mistakes, capital allocation, hyperbolic discounting, serial acquirers, and much more.The episode was recorded on March 3, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro to Oddbjørn, REQ Capital, and the book(06:56) The investment philosophy of REQ Capital(16:09) Corporate culture as a moat(17:40) Management mistakes and confident humility(22:59) Quantitative metrics to determine value creation(25:13) Hyperbolic discounting of cash flows(30:47) Dealing with volatility(33:12) Investor mistakes(36:49) Information treatment(38:53) Investing in Serial Acquirers(44:42) Geographic split, reasons for selling & portfolio sizing(49:36) Investing: Art vs. Science(51:17) Book recommendations—————————————Books MentionedInvesting in Value Creators - Oddbjørn DybvadThe Outsiders - William ThorndikeThink Again - Adam Grant100-Baggers - Chris MayerHow to Win Friends and Influence People - Dale Carnegie—————————————More on Oddbjørn DybvadLinkedIn: https://www.linkedin.com/in/oddbj%C3%B8rn-dybvad-01575883/Twitter: https://twitter.com/oddbjorndybvadWebsite: https://reqcapital.com/—————————————Redeye's Serial Acquirers Event - May 18, 2022https://www.redeye.se/events/832215/redeye-theme-serial-acquirers—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Eric Jorgenson is a fellow podcast host, investor, and author based in Kansas. In this rich episode, Eric joins us to discuss his excellent compilation of wisdom from the Silicon Valley icon Naval Ravikant. Our cheerful yet deep conversation spans from wealth creation to new perspectives on innovation, leverage, happiness, health, and... flying cars.The episode was recorded on February 7, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro to Eric, Naval and the book(07:58) Finding Naval Ravikant(09:51) Book inspiration for Naval’s almanack(12:41) Happiness vs. Wealth(15:36) How to get rich without getting lucky(19:21) What to avoid and what to do to reach wealth(23:48) Innovation - the frontier of humanity(31:28) Compounding beyond capital(34:34) Leverage of tools, products, people and capital(43:59) FIRE, Capital vs. Time, Want vs. Have(50:06) Happiness - a choice(55:45) How to prioritize health(1:00:17) Time vs. Return: The 1h meditation(1:05:03) Future readers’ interpretations(1:09:59) Avoiding desire machines(1:11:24) Eric’s time allocation(1:22:41) Where is my flying car? (1:26:40) A new book idea—————————————Books MentionedThe Almanack of Naval Ravikant - Eric JorgensonPoor Charlie’s Almanack - Peter D. KaufmanPrinciples - Ray Dalio Zero to One - Peter ThielSeeking Wisdom - Peter BevelinBerkshire Hathaway Letters to Shareholders - Max OlsonThe Joys of Compounding - Gautam BaidWhere Is My Flying Car? - J. Storrs Hall—————————————Articles Mentioned Interview with Gautam Baid - Bo Börtemark, Investing by the Books: http://www.investingbythebooks.com/columns/2019/7/31/interview-with-gautam-baid-author-of-the-joys-of-compounding-the-passionate-pursuit-of-lifelong-learningHow to Manage Opportunity Cost - Eric Jorgenson: https://www.ejorgenson.com/blog/opportunity-cost-attention-thresholds—————————————More on Eric JorgensonTwitter: https://twitter.com/EricJorgensonWebsite: https://www.ejorgenson.com/—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Björn Fahlén is the refounder, principal shareholder, Chief Investment Officer, and CEO of Redeye. Our conversation focuses on his book "Quality First Investing: A checklist approach to finding and sitting tight in multibaggers". We talk about his investor journey, company quality, portfolio management, behavior, and much more.The episode was recorded on Thursday, February 3, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro to Björn Fahlén(09:11) Intro to Quality First Investing(12:22) Thematic/Top-Down vs Bottom-Up Investing(15:36) Quality in People, Business, and Financials(27:13) Applying the checklist(31:26) Risk vs Uncertainty(34:07) Why quality companies often are underpriced(36:39) Rating questions that management often fails(39:19) Redeye’s fund and Top Picks portfolio (44:04) Special situations (48:21) Overpaying and Margin of Safety(49:43) Dealing with overconfidence(53:31) The ugly side of compounding(54:43) Most influential books—————————————Books MentionedQuality First Investing - Björn Fahlén100 to 1 in the Stock Market - Thomas Phelps100-Baggers - Chris Mayer How to Profit from Special Situations in the Stock Market - Maurece Schiller—————————————More on Björn FahlénLinkedIn: https://se.linkedin.com/in/bj%C3%B6rn-fahl%C3%A9n-4a631265Email: bjorn@redeye.se —————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Robert Hagstrom is a distinguished author and investor with 35+ years of experience in the equity market. Our conversation centers around his gem "The Last Liberal Art", explaining how disciplines such as biology, philosophy, and psychology can help us improve as investors. We also gain new reading inspiration as well as advice for younger listeners.The episode was recorded on February 2, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro to Robert Hagstrom and the book(07:07) Benefits of learning from several disciplines(13:06) Biology - Complex adaptive systems(17:32) Physics - Market predictions(19:32) Disciplines for ”The Last Liberal Art 2”(20:48) Sociology - Self-organization vs. Central banks(24:22) Psychology - Myopic loss aversion, irrationality, mistakes(32:03) Philosophy - Pragmatism and Wittgenstein’s Theory of Language(36:51) Multidisciplinary money management(40:28) Book inspiration and advice for younger people—————————————Books MentionedInvesting: The Last Liberal Art - Robert HagstromBooks by Daniel Kahneman & Amos Tversky The Wisdom of Crowds - James SurowieckiTractatus - Ludwig WittgensteinPhilosophical Investigations - Ludwig Wittgenstein (posthumous)Narrative Economics - Robert ShillerThe Metaphysical Club - Louis MenandOliver Wendell Holmes - Stephen BudianskyImmunity to Change - Lisa Laskow Lahey & Robert KeganBooks by Michael MauboussinBooks about Sherlock Holmes - Sir Arthur Conan DoyleStrategic Intelligence for American World Policy - Sherman KentArguably - Christopher Hitchens—————————————More on Robert HagstromEquityCompass: https://equitycompass.com/Books: https://www.amazon.com/kindle-dbs/entity/author/B000AP8X3Q—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Dennis Jean-Jacques is a savvy investor and the author of "The 5 Keys to Value Investing". We discuss core concepts from the book, investment principles, and his lessons from decades of managing money. Jean-Jacques is President and Chief Investment Officer of Ocean Park Investments, an asset management firm based on the US east coast.The episode was recorded on January 10, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro to Dennis Jean-Jacques(08:32) Intro to The 5 Keys to Value Investing (14:31) Catalysts to drive stock prices(19:28) Madame Index vs Coffee Can(26:56) Investment horizon(28:20) Insights on stock market evolution(32:09) Small Cap vs Large Cap(33:50) Business track records(38:34) Importance of ROCE source(44:29) Investment lessons(48:47) The right stocks for the right investor(52:22) Strategies at Ocean Park Investments(53:28) Sustainable investments and disruption(1:01:40) Investment principles(1:06:03) Most common biases(1:08:15) Emotional discipline (1:11:23) Reading recommendations —————————————Books MentionedThe Innovator's Dilemma - Clayton Christensen The Buffett Partnership LettersInvestment letters by Howard Marks, John Rogers, Bruce Greenwald, Michael MauboussinCreating Shareholder Value - Alfred RappaportExpectations Investing - Michael Mauboussin & Alfred RappaportThe Last Liberal Art - Robert HagstromThe Psychology of Risk - Ari Kiev Margin of Safety - Seth Klarman—————————————More on Dennis Jean-JacquesLinkedIn: https://www.linkedin.com/in/j-dennis-jean-jacques-3679abbOcean Park Investments: https://oceanparkinvestments.com/Article on MOI Global: https://moiglobal.com/how-to-become-a-catalyst-and-milestone-focused-investor/—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se