About a year ago I was invited by Guy Spier to an investor conference in Switzerland and asked to present an investment idea. Little did I know that the conference would become one of the highlights of the year for me. So when this year I was again invited to participate in #VALUEx I was thrilled, and oh boy it was worth it every single minute. The intellectual and personal quality of the participants was exceptional, so I felt (feel!) really honoured to be included in that group.
One of the aspects that everyone seemed to have in common is the high level of curiosity and willingness to learn about new things, whether ideas, industries or businesses. One less obvious aspect but equally important that everyone seems to also share is the willingness to spend time and putting effort into figuring out how to not loose money in any investment. And most of that comes from understanding the businesses, the people managing them, and the markets where these companies operate rather than just playing around with statistics. When I grow up I want to be an investor 😊 but in the meantime I’m applying the same mindset to the companies I am working in, because as someone said, “being an investor makes me a better manager, being a manager makes me a better investor”.
I want to express my gratitude to Guy, Chantal, Mariana and David at Aquamarine Capital not only for making VALUEx happen, but also for letting me feel part of it!
#valueinvesting #investing
HR Consultant and credentialed Leadership Coach helping scientific and technical leaders amplify business results through talent and culture.
1moGreat to meet you and happy to be a highlight, Junior. Look forward to talking further.