Virtual Value Investing Q&A Speaker Series Event at Brown University with John Neff & Chris Cerrone скачать в хорошем качестве

Virtual Value Investing Q&A Speaker Series Event at Brown University with John Neff & Chris Cerrone

July 19th, 2021: The eighth and ninth guest speakers for the 2021 Virtual Value Investing Q&A Speaker Series Event at Brown University, John Neff and Chris Cerrone, are interviewed by the host, Itai Parnes. Chris Cerrone's Advice for Student Investors: https://www.akrecapital.com/advice-fo... 0:00 Introduction 1:11 Investment Philosophies 2:42 Cigar Butts vs. Compounders 7:05 Generating Stock Ideas 9:35 Analyzing Management 12:39 US Investing Vs. Global Investing 14:53 Influences of Technology and Globalization on Moats 18:19 Highly Time-Sensitive Equity Analysis 20:15 Understanding Mr. Market as an Investor and as a Client 24:34 Inflation and Interest Rates 27:08 The Return to Normalcy Post-COVID, Acceleration of Trends 29:28 Restaurants and Food Delivery 31:34 Corporate Travel 32:56 Working From Home 34:03 Advice for Student Investors 39:03 Recommended Reading 41:26 Interning at Akre Capital Management Disclaimer: This video is provided for informational purposes only. Nothing contained herein should be construed as an offer, solicitation, or recommendation to buy or sell any investment or security, or to provide you with an investment strategy. Nor is this intended to be relied upon as the basis for making any purchase, sale or investment decision regarding any security.