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Redefining Moat Investing with Yuri Khodjamirian
Manage episode 419809524 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replicable physical assets, regulation, and high switching costs, and how these advantages apply to different industries. Yuri also shared insights on Tema's investment process, which blends quantitative and qualitative analysis to construct portfolios of these high-quality companies.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
282 episodes
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Manage episode 419809524 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replicable physical assets, regulation, and high switching costs, and how these advantages apply to different industries. Yuri also shared insights on Tema's investment process, which blends quantitative and qualitative analysis to construct portfolios of these high-quality companies.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
282 episodes
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Similar to Excess Returns
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
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