How did you return 20+% p.a. in American and Canadian stock, Andrew Brenton?

Рет қаралды 5,847

Күн бұрын

In this video, we are talking to Andre Brentron of Turtle Creek Asset Management (www.turtlecreek.ca/). His company performed with 20% annualized over the last year.
In our video, we have discussed the following topics
00:00 Welcome message and disclaimer
00:33 His way into investing & value investing
01:59 His track record
02:38 Portfolio concentration and risk
04:32 Is he a buy-and-hold investor?
05:18 Why he does not believe in moats
06:33 Top holdings
08:15 Portfolio Concentration
09:04 Geographical focus
10:31 Differences between Canada and the US
11:50 History and culture of companies
13:53 How long does it take to invest
14:54 Generating ideas
17:24 Interesting industries and geographies
19:25 Key metrics and definition of value
20:44 More efficient markets?
23:33 Sources of the outperformance
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#americanstocks #canadianstocks #outperformance
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📺 German content: / @gruninvestieren6097
📃 Disclaimer: www.valuedach.de/en/imprint/d...
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Пікірлер: 15

@watchdog3640 3 жыл бұрын

Another great interview and a very rational and reflected approach to investing presented by Mr. Brenton. Very much appreciate this whole channel too. Thank you and keep up the great work.

@soniczest1 3 жыл бұрын

This channel is an absolute goldmine! Another useful video. You should consider interview Dawid from Cederberg Capital or someone from the Fundsmith team. That could be most insightful.

@GoodInvestingTalks 3 жыл бұрын

Thank you! Reached out to Dawid, but had no luck. Hope Fundsmith will be added to the list ☺

@uwej.2539 3 жыл бұрын

Good Video👍

@holdened 3 жыл бұрын

Great insights man! Though he looks very serious lol

@GoodInvestingTalks 3 жыл бұрын

That voice man 😊🔥

@zhuangcorp 3 жыл бұрын

Im just wondering, his public stock portfolio doesnt seem to have many big winners. How did he get 20 plus returns?

@GoodInvestingTalks 3 жыл бұрын

You will get the answer in the video - the shortcut are the shownotes

@zhuangcorp 3 жыл бұрын

@@GoodInvestingTalks Right. He did say that he tends to buy more stock as it goes down, and trim as it goes up. But is that strategy alone enough to produce 20%+ returns if the underlying stocks dont have superior long-term appreciation?

@GoodInvestingTalks 3 жыл бұрын

@@zhuangcorp He had also some good picks. Some were bought out.

@jimjackson4256 Ай бұрын

Did he get outsized returns from 2009 and after covid in 2004?Because backing up the truck then would enhance years of normal returns😅