Chris Waller, why does Plural Investing own TerraVest stock $TVK?
ฝัง
- เผยแพร่เมื่อ 31 พ.ค. 2024
- Chris Waller of Plural Investing (www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy.
We have discussed the following:
00:00 Introduction to Chris Waller
01:30 Investments Chris Waller is excited about
05:20 What is his strategy?
07:30 Chris Waller's circle of competence
10:12 Reflecting on Naked Wines
12:45 Finding industry experts
14:38 When to stay away from investing
17:00 Governance
21:20 Terravest investment case
27:56 Terravest's holding period
31:00 Potential risks with Terravest
33:00 Why Chris became a fund manager
36:52 Check out GI Plus
37:30 Value Investing
39:00 The competitive edge of Chris as a fund manager
41:30 Portfolio construction
44:20 Closing thoughts
45:50 Thank you
46:10 Disclaimer
#goodinvesting #emergingmanagers #fundmanagers
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nice talk.
Thank you very much! 💚
What a nice lad this Chris Wallace !
at near $70CAD the price seems very stretched. I hold a position but am starting to lighten up. Pricing in so much future M&A. Already sold off 10% of position at $61CAD. Will sell another 20% at $75CAD.
Thank you for your insight!
When will we get an update of NakedWines?
It gotten too small for a Q&A on the channel. But you could read Chris' report: www.pluralinvesting.com/research