Value Investing Masterclass with NUS MBA students at NUS Business School

NUS MBA Finance Club, NUS Business School January 19, 2022

(00:00:00) - Introduction

(00:02:43) - Captive Finance Company

(00:13:38) - Funeral Business

(00:22:49) - Investment in IPSCO

(00:26:53) - High Uncertainty, Low risk; High returns

(00:27:32) - Silicon Valley Bank

(00:34:46) - Power of compounding

(00:36:01) - Value investing is not dead

(00:38:30) - Investing as treasure hunt

(00:42:58) - Lessons from Warren Buffett

(00:45:43) - Investment in Alibaba and China

(00:48:28) - Chuck Akre; 3-legged stool