Jun 27, 2023
Stephen D. Cutler Center for Investments and Finance,
Babson College
Managing Director: Patrick Gregory
(00:00:00) - Introduction
(00:02:03) - Value vs
Growth Investing
(00:05:45) - Microsoft
(00:09:12) - Volatility in auction driven markets
(00:14:36) - Portfolio management
(00:18:32) - Change in Investment philosophy
(00:22:45) - Walmart vs Nifty 50
(00:25:26) - Reysas
(00:29:43) - Micro vs. Macro
(00:32:05) - Investment in Turkey
(00:35:19) - John Arrillaga’s Tiny Circle of Competence
(00:41:49) - Structural changes due to pandemic
(00:46:47) - Three variables that drive long-term wealth
(00:47:39) - My daughter's introduction to investing