Highlights discussed in the video:
Link to video (https://www.youtube.com/watch?v=VBVEaifDx_A)
Circle of competence, bottom-up approach, myopia, learning from your mistakes in the investment process, conviction, and other important points in Value Investing.
Magna Cum Laude from Harvard College with a bachelor’s degree in Government in 1989;
earned an MBA with High Distinction from Harvard Business School in 1994, where he was elected a Baker Scholar (top 5% of class);
Founded Kase Capital (T2 Partners in 1999);
returned 177.1% cumulative since inception, vs. S&P 500’s 36.4% return.
Current equity portfolio at $55.4 USD million.