Leon Boros on achieving exceptional investment returns interviewed by Tamzin Freeman

Leon Boros on achieving exceptional investment returns.

Interview with Tamzin Freeman, piworld.

Leon Boros’s background – 00:25

Leon’s investment returns – 00:52

2008 & 2001 – 02:55

Cash levels – 05:12

Trader or investor – 05:56

Leon’s criteria for share selection – 08:22

Weighting of the portfolio – 09:55

Qualitative selection criteria – 11:23

Shares conforming to Leon’s criteria – 14:24

Speed of return – 18:35

What makes you sell – 20:07

Why do PV Crystalox & Cloudcall make it into your portfolio? – 24:07

Can a retail investor without your background achieve your returns? – 29:29

Time spent on investing decisions – 34:28

A Boros fund? 35:28

 

Videos with Leon Boros


piworld 2020 round up: Leon Boros
14:02

piworld 2020 round up: Leon Boros

Leon has had an exceptional performance this year, up 37%. His top contributor is Best of the Best (BOTB) which he continues to hold. He regrets selling Games Workshop (GAW) in the 40’s, but swallowed his pride and bought back recently. For 2021, he believes Wey Education (WEY) should outperform. Hopefully we’ll catch up with […]
piworld Thursday webinar: Leon Boros – Investing in the age of uncertainty
01:08:54

piworld Thursday webinar: Leon Boros – Investing in the age of uncertainty

Bear markets history and the future – 01:00 Portfolio performance ytd – 17:33Bioventix (BVXP) – 19:17 Best of the Best (BOTB) – 21:29 Nintendo (TYO: 7974) – 23:18 4Basebio (ETR: 4BSB) – 25:40Arcontech (ARC) – 27:45 4BaseBio (ETR: 4BSB) – 34:50 Placings – 46:57 Valuing a company incorporating debt – 51:44Q&A – 59:05   The […]
Leon Boros: Becoming … an ISA millionaire against the odds – Mello May 2019
50:49

Leon Boros: Becoming … an ISA millionaire against the odds – Mello May 2019

Leon gives insight to his own investing journey, and how he’s achieved 21.5% CAGR since 2003. He analyses how investors can achieve those returns. Citing the winning formulas of the best investors, gleaned from research by Lee Freeman-Shor, in the book The Art of Execution. Lastly, he covers his rationale on Arcontech (ARC), and why […]

 

piworld interviews


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