Jun 16, 2023
Summer Summit 2021
Moderated by Luis Alberto and Iglesias Gómez
(00:00:00) - Introduction
(00:00:39) - Entrepreneur’s advantage
(00:03:36) - Finding order in chaos
(00:07:09) - Investment in Turkiye
(00:07:40) - Investment in China
(00:10:14) - Growth vs Value
(00:12:15) - Microsoft
(00:16:29) - Nick Sleep
(00:18:21) - When two worlds collide
(00:19:41) - Reysas
(00:22:22) - Rain Industries
(00:23:38) - Market trends
(00:24:27) - Ron Insana: Trend Watching
(00:27:37) - Your deepest desire is your destiny
(00:32:47) - Holdings of Agnelli family
(00:34:56) - Auction driven markets
(00:37:52) - Discounts in equity market
(00:41:05) - Balancing personal and professional life
(00:45:38) - Friendship with Charlie Munger
(00:47:32) - The Dakshana Foundation