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In this presentation, Value Investor Andrew Brenton (Turtle Creek) is talking about the companies' investing approach and gives examples.
Here is a transcript of this talk: www.good-investing.net/2022/0...
Andrew addressed the following topics:
00:00 Introduction
00:07 About Turtle Creek Asset Management
03:24 Founding partners of Turtle Creek Asset Management
05:18 A different kind of Value Investing
13:14 Investment process examples
19:15 Lower risk can lead to higher returns
20:43 Investor communications @ Turtle Creek Asset Management
24:43 Questions
This presentation was recorded at 06. November 2019 during the International Value Investing Conference.
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#valueinvesting #compounding #highreturn
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