Interview with Quoc Tran
50 minutes Posted Nov 16, 2023 at 9:00 am.
– Quoc’s concentrated investing philosophy and portfolio-level metrics
– Three different categories of stocks Quoc typically invests in
– Portfolio management philosophy
– Different layers of risk management
– On using data to make process improvements such as a moat trajectory review and ESG research
– Quoc dives deeper into his team’s step-by-step three-stage research process
– Incorporating a macro view into fundamental analysis
– Quoc on valuation process
– Quoc on when to sell
– Quoc on a final lesson for investors
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Show notes
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