Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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AccentWealth: Invest like a Family Office with James Pan
Manage episode 404234571 series 2615910
Content provided by Aznaur Midov. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aznaur Midov 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.
James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things.
Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel
Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast
TIMESTAMPS
02:05 Absorbing information
03:45 Path to a Family Office
09:15 Defining Value Investing
13:30 Looking for investment ideas
15:30 First thing to see in a stock
19:30 Valuing companies
25:10 Concentrated vs Diversified portfolio
31:10 Meta
34:30 Latest investment – U-Haul
43:35 Management assessment
44:50 NOL as part of the valuation
46:20 Rolls-Royce
49:05 Writing Call Options
55:35 Investing with Dyslexia
59:15 Definition of Happiness
45 episodes
Share
Manage episode 404234571 series 2615910
Content provided by Aznaur Midov. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aznaur Midov 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.
James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things.
Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel
Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast
TIMESTAMPS
02:05 Absorbing information
03:45 Path to a Family Office
09:15 Defining Value Investing
13:30 Looking for investment ideas
15:30 First thing to see in a stock
19:30 Valuing companies
25:10 Concentrated vs Diversified portfolio
31:10 Meta
34:30 Latest investment – U-Haul
43:35 Management assessment
44:50 NOL as part of the valuation
46:20 Rolls-Royce
49:05 Writing Call Options
55:35 Investing with Dyslexia
59:15 Definition of Happiness
45 episodes
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Similar to The Accent Podcast
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
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…
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continue reading
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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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.
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continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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