Boston College Presentation November 19, 2013

Boston College Presentation November 19, 2013

(00:00:00) - Introduction

(00:01:28) - Thou Shalt Not Have an Investment Team

(00:13:14) - Resources for Investment Analysis

(00:20:08) - My Research and Investment Process

(00:24:41) - Reviewing the Portfolio

(00:28:58) - Cash Allocation in the Portfolio

(00:38:09) - Circle of Competence

(00:39:08) - Trade-off between Valuation and Growth

(00:42:25) - Levered Businesses

(00:43:19) - Investment Checklist

(00:49:03) - Commodity-based Businesses

(00:56:17) - Starting an Investment Career

(00:59:42) - Book Recommendations

(01:02:08) - Investing in Baskets of Stocks around Larger Themes

(01:05:26) - Learnings from my early years

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.