About this episode
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
Get every episode summarized
Each time The JRo Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The JRo Show
Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap...
The JRo Show
Interview with Bill Miller IV of Miller Value Partners
The JRo Show
Interview with Ric Dillon, founder and CEO of Vela Investment Management
The JRo Show
Interview with Chris Pavese of Broyhill Asset Management
The JRo Show