Chris Waller, why does Plural Investing own TerraVest stock $TVK?

Good Investing Talks

Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy.

We have discussed the following:
00:00 Introduction to Chris Waller
01:30 Investments Chris Waller is excited about
05:20 What is his strategy?
07:30 Chris Waller’s circle of competence
10:12 Reflecting on Naked Wines
12:45 Finding industry experts
14:38 When to stay away from investing
17:00 Governance
21:20 Terravest investment case
27:56 Terravest’s holding period
31:00 Potential risks with Terravest
33:00 Why Chris became a fund manager
36:52 Check out GI Plus
37:30 Value Investing
39:00 The competitive edge of Chris as a fund manager
41:30 Portfolio construction
44:20 Closing thoughts
45:50 Thank you
46:10 Disclaimer

Join Good Investing Plus
Apply here to Plus: https://good-investing.net/plus/

Our newsletter
Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
TIKR – great data tool *: https://tikr.com/goodinvesting/
Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Chris Waller, why does Plural Investing own TerraVest stock $TVK? appeared first on Good Investing.