- How I became so passionate about investing
- How I developed the confidence to be a stock picker
- What it means to be “active” vs “passive”
- The underappreciated traits of good investors
- How I think about my geographical exposure in my investing activities
- A deep dive into my investment framework
- Why “copying” others is important
- How to think about loss-making companies
- My guiding light for portfolio construction, which is a phrase from David Gardner: “Make your portfolio reflect your best vision for our future.”
In early October this year, I recorded a podcast with Kelvin Seetoh, co-founder of Growth Investing Mastery, an investment education services provider. The podcast is for GIM’s recently-launched podcast series, Growth Investing Secrets. I’ve known Kelvin for a few years and he’s one of the brightest young investors I know. The title of this article is the title that he gave for the podcast.
During our conversation, we covered a lot of ground, including:
