Jeremy and Lawrence discuss what exactly is the founder effect, and how can investors accurately determine whether a management team has this elusive characteristic?
This is a fascinating conversation with someone who is passionate about his work and carefully studies the world’s stock markets to find his formula.
We learn how he balances the less correlated world for opportunities to buy founder-led companies that offer good value, why China offers a great way to diversify a portfolio, and how BYD is poised to become the next Toyota.
The pair further discuss how meeting management is useful for understanding if the company is likely to do well next quarter, but not so useful for understanding whether it will compound for you over the coming decades.
Brought to you by Progressive Equity.
PIWORLD provides investors with the latest news and insight to listed companies and their management teams through either live or recorded results presentations, corporate overviews, management interviews and Capital Market Days. Together with interviews from leading fund managers, market specialists and esteemed private investors, we aim to keep the private investor community up to date and informed.
PIWORLD delivers high quality audio and video content to present anything from full-year and interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.
