Clay is joined by Dev Kantesaria to discuss the market environment and investment opportunities, including FICO and S&P Global.
WHAT YOU'LL LEARN HERE:
0:00:00 - Intro
0:00:37 - Thoughts on the Current Market
0:02:50 - Market Timing
0:03:53 - Dev’s investment approach versus Buffett’s
0:08:07 - The importance of predictability
0:10:23 - Big Tech
0:12:09 - Why investing isn’t so simple and easy
0:16:10 - Investment temperament
0:28:13 - Mistakes of omission
0:35:20 - Pricing power
0:37:44 - Monopolies and Duopolies
0:39:49 - The most underrated aspect of Dev’s investment approach
0:43:04 - S&P Global
0:47:39 - Why Dev will continue to invest in the US
0:49:22 - The problem with acquisitions
0:54:40 - Share repurchases
0:55:36 - Outro
Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/investing-in-exceptional-businesses-for-the-long-run-dev-kantesaria/
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▶️ RELATED EPISODES:
- Buffett Investing Principles w/ Dev Kantesaria: https://youtu.be/csn-II3Xg9c
- Buying and Holding Stocks for the Long Run w/ Pierre-Olivier Langevin: https://youtu.be/uiPujfiL8ro
- Winning the Long Game: Global & Contrarian Value Investing w/ Soo Chuen Tan: https://youtu.be/k_w7zvU9mAg
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⚠️ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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