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About this Episode
This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate.
In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the importance of patience in investing. Dan also touches on his approach to investigating biotech investing.
We hope you enjoy the show.
Sponsorship Information
Thank you to Fiscal.ai for sponsoring the show.
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Takeaways
Private equity is often treated as less risky than it truly is.
The recent decline in private equity fundraising indicates a shift in investor sentiment.
Future growth rates are unpredictable.
Focus on profitability and quality in business investments.
Volatility is predictable both in cross-section and time series.
Japan may be a good place for value investors to hunt.
Hosts & Guests
No transcript available for this episode.
