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RWH040: Go Global w/ Laura Geritz

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Manage episode 396576875 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network 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, William Green chats with Laura Geritz, founder of Rondure Global Advisors, which scours the globe in search of high-quality companies trading at attractive prices in places like India, China, Japan, Thailand, Taiwan, Turkey, Brazil, & Mexico. Here, Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle, which is built around relentless travel, voracious reading, & abundant time to think.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

08:15 - How Laura Geritz earned the nickname “Money Bags.”

09:41 - How she broke into the investment industry by living in Japan.

12:55 - How she was shaped by the frugal, unflashy culture of rural Kansas.

22:57 - What she learned from her mentor & partner, Robert Gardiner.

30:14 - Why so many talented women quit the investment business.

36:54 - Why she believes many investors are taking too much risk.

38:56 - Why foreign stocks may be overdue for a powerful rebound.

41:20 - How she weighs the risks & rewards of Chinese stocks.

52:26 - How she screens 70,000 stocks to identify great businesses.

1:03:36 - What foreign investors don’t understand about Japanese companies.

1:11:51 - How to become a continuous learning machine.

1:25:38 - How Laura handles adversity when her investing style is out of favor.

1:32:06 - Why she maintains a remarkably uncluttered calendar.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

894 episodes

Artwork
iconShare
 
Manage episode 396576875 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network 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, William Green chats with Laura Geritz, founder of Rondure Global Advisors, which scours the globe in search of high-quality companies trading at attractive prices in places like India, China, Japan, Thailand, Taiwan, Turkey, Brazil, & Mexico. Here, Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle, which is built around relentless travel, voracious reading, & abundant time to think.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

08:15 - How Laura Geritz earned the nickname “Money Bags.”

09:41 - How she broke into the investment industry by living in Japan.

12:55 - How she was shaped by the frugal, unflashy culture of rural Kansas.

22:57 - What she learned from her mentor & partner, Robert Gardiner.

30:14 - Why so many talented women quit the investment business.

36:54 - Why she believes many investors are taking too much risk.

38:56 - Why foreign stocks may be overdue for a powerful rebound.

41:20 - How she weighs the risks & rewards of Chinese stocks.

52:26 - How she screens 70,000 stocks to identify great businesses.

1:03:36 - What foreign investors don’t understand about Japanese companies.

1:11:51 - How to become a continuous learning machine.

1:25:38 - How Laura handles adversity when her investing style is out of favor.

1:32:06 - Why she maintains a remarkably uncluttered calendar.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

894 episodes

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