Sean Peche, PM & founder of Ranmore Fund Management
Around 5 min Always remember to leave little bit of money on the table since they allow you to
reduce your risk
10:00 Min How Ideas get generated- Example- K&J business- Kawasaki franchisee and white
goods business- import from China(people racing around in Africa on Kawasaki
and then washing clothes in K&J washing machines)
12.50 min in 2014; NVIDIA investment
14.50 Min 2011: Thomas Cook investment; PE vs Enterprise value; Losses are funded by debt
for airlines and cruise ship companies during COVID pandemic
17.25 Min Risk of only one product of company (Gold mine company example)
21.37 min Sean believes in investing only when numbers and narratives match
40.00 min Microsoft example for value investing
Around 5 min Always remember to leave little bit of money on the table since they allow you to
reduce your risk
10:00 Min How Ideas get generated- Example- K&J business- Kawasaki franchisee and white
goods business- import from China(people racing around in Africa on Kawasaki
and then washing clothes in K&J washing machines)
12.50 min in 2014; NVIDIA investment
14.50 Min 2011: Thomas Cook investment; PE vs Enterprise value; Losses are funded by debt
for airlines and cruise ship companies during COVID pandemic
17.25 Min Risk of only one product of company (Gold mine company example)
21.37 min Sean believes in investing only when numbers and narratives match
40.00 min Microsoft example for value investing