Artwork

Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing 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.
Player FM - Podcast App
Go offline with the Player FM app!

Soo Chuen Tan, what have you learned building Discerene Group?

1:18:58
 
Share
 

Manage episode 344641775 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing 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.
Soo Chuen Tan

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach.

In our discussion we have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introduction to Soo Chuen
01:50 Disclaimer
02:30 Choosing a global approach
03:35 Mentoring
11:45 Receiving feedback
13:39 Opportunity in crisis
15:24 Advising young mentees
18:20 Balancing offense and defense
21:21 Tips on getting started with a partnership
27:10 Community Exclusive: Scaling up a firm
28:15 The right pace of building an investing business
31:00 Clockspeed vs. market
38:05 Enjoying the bad times
41:02 Finding the right investors
44:10 Southeast Asia
49:35 Attractive markets to invest in
51:44 Understanding countries when investing in businesses
53:40 Meggitt case stdy
01:01:30 Research
01:09:06 Management teams
01:11:29 Allowing thesis change
01:15:55 Reasons to sell
01:17:10 Stock cycle
01:17:46 Thoughts on Value Investing
01:18:24 Thank you
01:18:48 Disclaimer

More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: https://good-investing.net/plus/
🙏🏻 Join the Supporters Club: https://good-investing.net/supporters-club/
📶 TIKR – our data tool *: https://tikr.com/goodinvesting/
📈 IB – our recommended broker *: https://good-investing.net/ib/
💱 Wise – our recommended travel account *: https://good-investing.net/wise/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Affiliate Link = *

Soo Chuen Tan, what have you learned building Discerene Group? appeared first on Good Investing.

  continue reading

85 episodes

Artwork
iconShare
 
Manage episode 344641775 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing 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.
Soo Chuen Tan

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach.

In our discussion we have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introduction to Soo Chuen
01:50 Disclaimer
02:30 Choosing a global approach
03:35 Mentoring
11:45 Receiving feedback
13:39 Opportunity in crisis
15:24 Advising young mentees
18:20 Balancing offense and defense
21:21 Tips on getting started with a partnership
27:10 Community Exclusive: Scaling up a firm
28:15 The right pace of building an investing business
31:00 Clockspeed vs. market
38:05 Enjoying the bad times
41:02 Finding the right investors
44:10 Southeast Asia
49:35 Attractive markets to invest in
51:44 Understanding countries when investing in businesses
53:40 Meggitt case stdy
01:01:30 Research
01:09:06 Management teams
01:11:29 Allowing thesis change
01:15:55 Reasons to sell
01:17:10 Stock cycle
01:17:46 Thoughts on Value Investing
01:18:24 Thank you
01:18:48 Disclaimer

More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: https://good-investing.net/plus/
🙏🏻 Join the Supporters Club: https://good-investing.net/supporters-club/
📶 TIKR – our data tool *: https://tikr.com/goodinvesting/
📈 IB – our recommended broker *: https://good-investing.net/ib/
💱 Wise – our recommended travel account *: https://good-investing.net/wise/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Affiliate Link = *

Soo Chuen Tan, what have you learned building Discerene Group? appeared first on Good Investing.

  continue reading

85 episodes

すべてのエピソード

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide