Thanks for letting the expert speak! To many interviewers are more interested in looking smart themselves and talking to much! You look much smarter in treating the guest like a guest and an expert! Thanks!
Every time I hear him speak, I come back thinking he is the true successor to the Buffet way and should be running Berkshire. It’s the same simplicity in thought, valuing patience and complete adherence to principles.
Great interview, Dev is so underrated by the wider community! Simplicity is the ultimate sophistication. Dev says they have a quantitative bar w.r.t what they are willing to pay up for these businesses - would have liked to know what that is!
He mentioned FAANG stocks in one of the other interview. I bought all of the FAANG stocks in 2021. Got lucky but sold out ASML too early. He is very keen on Quality Which I think is the most important factor in investing. Good Luck
ASML is actually not very capital intensive. To my understanding theyre closer to an assembly company as opposed to a high capex company that manufactures these big bulky machines.
He was optimistic about Amazon but exited his position in Q4 2022 to Q1 2023 (his fund seems to rarely sell) and significantly added to Intuit. Amazon’s margins are expanding, especially now with their ad business ramping up and materially reflecting in their earnings. The positive inflection point he suggests for Amazon is quickly approaching, so I’m curious if he will re-enter a position, given the current market downturn.
I liked and listened to the entire interview up until the end where you made the answer to the sell question for exclusive subscribers. I think that tarnished an otherwise very good interview.
I like this idea of Dev: Investing is the actual "Oreo Test" for grown ups. We laugh at dogs and kids who can't hold back for 10 minutes but then we can't hold onto a stock that dips for a couple of months or doesn't go up with a year.
Thanks for letting the expert speak! To many interviewers are more interested in looking smart themselves and talking to much!
You look much smarter in treating the guest like a guest and an expert! Thanks!
Thank you very much! I am glad you liked that 😊.
Every time I hear him speak, I come back thinking he is the true successor to the Buffet way and should be running Berkshire. It’s the same simplicity in thought, valuing patience and complete adherence to principles.
Hahaha... I will pay you a beer if that happens 😅
He speaks so clearly about investing. Really, easy to understand.
Great interview, Dev is so underrated by the wider community! Simplicity is the ultimate sophistication.
Dev says they have a quantitative bar w.r.t what they are willing to pay up for these businesses - would have liked to know what that is!
Amazing quality interview and portfolio. Reminds me a little bit of Guy Spier.
way way better
Absolutely wonderful. Thank you!!
Thank you very much 😊
Such a great interview many thanks. Dan is really Super.
Thank you very much!
Thanks for this video @5:19 investing philosophy.
You are welcome! 😊
Very informative video. As an investor myself (still learning), I really found this video informative and enjoyable to watch. Thank You!
Very happy to have helped you! 😊
Thanks for bringing Dev. Always love to hear his insights.
He mentioned FAANG stocks in one of the other interview. I bought all of the FAANG stocks in 2021. Got lucky but sold out ASML too early. He is very keen on Quality Which I think is the most important factor in investing. Good Luck
Yes. Quality is helpful!
Very nice interview, thanks.
Great interview!
Thank you very much!
Thank you!!
Thank you ! Do you guys know where can I find his letters ?
I am surprised to see him enter the ASML position recently in Q2 2023 when he said he wants to avoid high R&D risk.
ASML is actually not very capital intensive. To my understanding theyre closer to an assembly company as opposed to a high capex company that manufactures these big bulky machines.
My number 2 name @@QualityInvest5
He clearly said he prefers monopolies and oligopolies. Can’t think of a more clear monopoly
Great Content! Thank you
Very good interview
Thank you very much! 😊
He was optimistic about Amazon but exited his position in Q4 2022 to Q1 2023 (his fund seems to rarely sell) and significantly added to Intuit. Amazon’s margins are expanding, especially now with their ad business ramping up and materially reflecting in their earnings. The positive inflection point he suggests for Amazon is quickly approaching, so I’m curious if he will re-enter a position, given the current market downturn.
Good question to ask for the next interview :).
Great! Thanks
I liked and listened to the entire interview up until the end where you made the answer to the sell question for exclusive subscribers. I think that tarnished an otherwise very good interview.
Thank you very much for the compliment on the interview that is 100% free available. You can always feel free to apply to the community 😊.
Great!
open my mind thanks
Great to hear that!
Great interview. Also by far, the most ads I've ever seen in a video. I hope you're doing okay.
Oh. I am sorry. I will check for that. I usually just let YT set the add load. But this might be a bit wild here.
I like this idea of Dev: Investing is the actual "Oreo Test" for grown ups.
We laugh at dogs and kids who can't hold back for 10 minutes but then we can't hold onto a stock that dips for a couple of months or doesn't go up with a year.
👏
Not even two minutes, and already a second call to action to CLICK ON THE LINK.
That's fine, ik was about to leave anyway.
Hey, thank you for the feedback. I will change that.
buy rice, sell rice! it's that simple.
Try your theory on yourself
Stocks... stocks, brother.
Thank you!