Is now the time to invest?
That's the question that I asked Matthew Peterson.
The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility. Guy poses on the record questions and Matthew shares a rare message with all investors not to miss this opportunity.
Matthew Peterson is the managing partner of Peterson Capital Management, a concentrated, long term, public equity fund.
Full transcript available here: https://aqfd.docsend.com/view/c7i6zkyp6uhk7wu3
Executives Referenced:
Charlie Munger https://en.wikipedia.org/wiki/Charlie_Munger
John Malone https://en.wikipedia.org/wiki/John_C._Malone
Peter Kaufman http://latticeworkinvesting.com/2018/04/06/peter-kaufman-on-the-multidisciplinary-approach-to-thinking/
Guy Spier https://en.wikipedia.org/wiki/Guy_Spier
Businesses Discussed:
Daily Journal https://journaltech.com/
Berkshire Hathaway https://berkshirehathaway.com/
Glenair https://www.glenair.com/
Books Recommended:
Commons Stocks and Uncommon Profits by Philip Fisher https://www.amazon.com/Uncommon-Profits-Writings-Investment-Classics-ebook/dp/B00XCC5Y0O
A Man for All Markets by Edward Thorp https://www.amazon.com/Man-All-Markets-Street-Dealer/
Whitepaper:
With Whom I would Invest by Guy Spier https://aqfd.docsend.com/view/8ambrx27xjnmtp43
Content
0:56 - A Message for Investors
2:38 - Regret Minimization
4:46 - With Whom I Would Invest
5:29 - Admirable Business Managers
10:22 - Recommended Books
11:40 - Getting Connected
12:12 - Final Words
