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INTV04: Investing As A Fund Manager W/ Goh Tee Leng

59:09
 
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Archived series ("Inactive feed" status)

When? This feed was archived on September 20, 2024 11:24 (19d ago). Last successful fetch was on May 17, 2023 10:52 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 316009690 series 3296700
Content provided by Jonathan Ang and Kelvin Seetoh, Jonathan Ang, and Kelvin Seetoh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Ang and Kelvin Seetoh, Jonathan Ang, and Kelvin Seetoh 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.

Goh Tee Leng is a portfolio manager of a value-focused investment fund based in Singapore, with more than 5 years of experience. He is a frequent guest speaker at institutions such as University College London (UCL) and Singapore Management University (SMU), and at investment conferences held in Singapore and Jakarta.

In this episode, Tee Leng shares about his experience as a fund manager, how to look at cyclical industries, and his thoughts about Chinese companies.

We also discussed some of the ways that his strategy as a "deep value" investor has evolved over time - and how it relates to his work as a fund manager. Listen on to find out more!

Time markers:

[00:00] Introduction

[01:17] Background as Fund Manager

[09:01] The Average Day of a Fund Manager

[13:00] Perspective on China

[25:09] Evolving as a Fund Manager

[34:40] Why Did Warren Buffett Invest in Snowflake

[43:20] Sell Discipline

[52:57] If He Had a Time Machine?

[57:30] How to Contact Him

If you wish to find more about Tee Leng, you can find him on his blog at www.investingnook.com.

Listen to My Podcast Here:

Apple Podcast: https://podcasts.apple.com/sg/podcast/growth-investing-secrets-podcast/id1475778230

Spotify: https://open.spotify.com/show/3WCTshRbUhLYUtuu7K46rD?si=zvMfZCbsQ-iJpFb7O3K-YQ

FOLLOW KELVESTOR ON INSTAGRAM:

https://www.instagram.com/kelvestor/

FOLLOW JANGTHEINVESTOR ON YOUTUBE:

https://www.youtube.com/c/InvestwithJang/videos

  continue reading

25 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on September 20, 2024 11:24 (19d ago). Last successful fetch was on May 17, 2023 10:52 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 316009690 series 3296700
Content provided by Jonathan Ang and Kelvin Seetoh, Jonathan Ang, and Kelvin Seetoh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Ang and Kelvin Seetoh, Jonathan Ang, and Kelvin Seetoh 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.

Goh Tee Leng is a portfolio manager of a value-focused investment fund based in Singapore, with more than 5 years of experience. He is a frequent guest speaker at institutions such as University College London (UCL) and Singapore Management University (SMU), and at investment conferences held in Singapore and Jakarta.

In this episode, Tee Leng shares about his experience as a fund manager, how to look at cyclical industries, and his thoughts about Chinese companies.

We also discussed some of the ways that his strategy as a "deep value" investor has evolved over time - and how it relates to his work as a fund manager. Listen on to find out more!

Time markers:

[00:00] Introduction

[01:17] Background as Fund Manager

[09:01] The Average Day of a Fund Manager

[13:00] Perspective on China

[25:09] Evolving as a Fund Manager

[34:40] Why Did Warren Buffett Invest in Snowflake

[43:20] Sell Discipline

[52:57] If He Had a Time Machine?

[57:30] How to Contact Him

If you wish to find more about Tee Leng, you can find him on his blog at www.investingnook.com.

Listen to My Podcast Here:

Apple Podcast: https://podcasts.apple.com/sg/podcast/growth-investing-secrets-podcast/id1475778230

Spotify: https://open.spotify.com/show/3WCTshRbUhLYUtuu7K46rD?si=zvMfZCbsQ-iJpFb7O3K-YQ

FOLLOW KELVESTOR ON INSTAGRAM:

https://www.instagram.com/kelvestor/

FOLLOW JANGTHEINVESTOR ON YOUTUBE:

https://www.youtube.com/c/InvestwithJang/videos

  continue reading

25 episodes

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