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Soo Chuen Tan, what have you learned building Discerene Group?

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Manage episode 344641775 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Soo Chuen Tan

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach.

In our discussion we have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introduction to Soo Chuen
01:50 Disclaimer
02:30 Choosing a global approach
03:35 Mentoring
11:45 Receiving feedback
13:39 Opportunity in crisis
15:24 Advising young mentees
18:20 Balancing offense and defense
21:21 Tips on getting started with a partnership
27:10 Community Exclusive: Scaling up a firm
28:15 The right pace of building an investing business
31:00 Clockspeed vs. market
38:05 Enjoying the bad times
41:02 Finding the right investors
44:10 Southeast Asia
49:35 Attractive markets to invest in
51:44 Understanding countries when investing in businesses
53:40 Meggitt case stdy
01:01:30 Research
01:09:06 Management teams
01:11:29 Allowing thesis change
01:15:55 Reasons to sell
01:17:10 Stock cycle
01:17:46 Thoughts on Value Investing
01:18:24 Thank you
01:18:48 Disclaimer

More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: https://good-investing.net/plus/
🙏🏻 Join the Supporters Club: https://good-investing.net/supporters-club/
📶 TIKR – our data tool *: https://tikr.com/goodinvesting/
📈 IB – our recommended broker *: https://good-investing.net/ib/
💱 Wise – our recommended travel account *: https://good-investing.net/wise/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Affiliate Link = *

Soo Chuen Tan, what have you learned building Discerene Group? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 344641775 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Soo Chuen Tan

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach.

In our discussion we have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introduction to Soo Chuen
01:50 Disclaimer
02:30 Choosing a global approach
03:35 Mentoring
11:45 Receiving feedback
13:39 Opportunity in crisis
15:24 Advising young mentees
18:20 Balancing offense and defense
21:21 Tips on getting started with a partnership
27:10 Community Exclusive: Scaling up a firm
28:15 The right pace of building an investing business
31:00 Clockspeed vs. market
38:05 Enjoying the bad times
41:02 Finding the right investors
44:10 Southeast Asia
49:35 Attractive markets to invest in
51:44 Understanding countries when investing in businesses
53:40 Meggitt case stdy
01:01:30 Research
01:09:06 Management teams
01:11:29 Allowing thesis change
01:15:55 Reasons to sell
01:17:10 Stock cycle
01:17:46 Thoughts on Value Investing
01:18:24 Thank you
01:18:48 Disclaimer

More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: https://good-investing.net/plus/
🙏🏻 Join the Supporters Club: https://good-investing.net/supporters-club/
📶 TIKR – our data tool *: https://tikr.com/goodinvesting/
📈 IB – our recommended broker *: https://good-investing.net/ib/
💱 Wise – our recommended travel account *: https://good-investing.net/wise/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Affiliate Link = *

Soo Chuen Tan, what have you learned building Discerene Group? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

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