Andrew Brown is the Director of East72, a Sydney-based investment company that resembles a true-to-label Australian hedge fund (except it's not a fund).
Andrew has a long and rich history in the Australian investment management industry, having overseen the management of billions of dollars invested on the ASX.
I could have talked to Andrew for hours. This episode is much longer than our previous episodes because it goes deeper into Andrew’s career as a stockbroker and fund manager, the Dotcom boom and bust, the GFC, starting private investment companies, shorting shares of Tesla, researching UBER’s impact on the cab industry, valuation, banking, insurance, cryptocurrencies and using debt and derivatives to gear a portfolio 400%.
Andrew’s investment philosophy and some current positions are discussed towards the back half of the episode.
To kick things off we start with a hard question Andrew had to answer at 15 years of age.
