The JRo Show

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**The JRo Show**

The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.

Latest Episodes:

Interview with Quoc Tran Nov 16, 2023

Show notes

2:00 – Quoc’s concentrated investing philosophy and portfolio-level metrics

5:00 – Three different categories of stocks Quoc typically invests in

6:00 – Portfolio management philosophy

7:00 – Different layers of risk management

11:00 – On using data to make process improvements such as a moat trajectory review and ESG research

21:00 – Quoc dives deeper into his team’s step-by-step three-stage research process

38:00 – Incorporating a macro view into fundamental analysis

40:00 – Quoc on valuation process

42:00 – Quoc on when to sell

48:00 – Quoc on a final lesson for investors

Interview with Dan O'Keefe Oct 19, 2023

Show notes

3:00 – Definition of value investing according to Dan

10:00 – Dan’s risk management and portfolio management philosophy

17:00 – when to sell a stock

22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis

32:00 – Dan describes his team’s equity research process including the reason for nurturing an absolute mindset, not a relative mindset

57:00 – How Dan spends his quiet time.

1:01:00 – How to be a global investor

1:07:00 – Dan thoughts on passively investing in the S&P 500

1:13:00 – the contradictory psychological profile needed to be a good investor.

Interview with Bill Nygren Sep 28, 2023

Show notes

Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you!

2 min 15 seconds – Bill’s background and career.

9 min 20 seconds – Advice for new analysts

19 min 50 seconds – The research process at Harris Associates

26 min 20 seconds – The stock pitching process at Harris

47 min – What it takes to be a good portfolio manager.

59 min 50 seconds – Bill’s personal life and expectations for the rest of his career.

1 hour 12 min - How he talks with management teams.

1 hour 16 min – Why he reads ValueLine every week

1 hour 23 min, 49 seconds – Lessons from his career

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