James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things.
Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel
Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast
TIMESTAMPS
02:05 Absorbing information
03:45 Path to a Family Office
09:15 Defining Value Investing
13:30 Looking for investment ideas
15:30 First thing to see in a stock
19:30 Valuing companies
25:10 Concentrated vs Diversified portfolio
31:10 Meta
34:30 Latest investment – U-Haul
43:35 Management assessment
44:50 NOL as part of the valuation
46:20 Rolls-Royce
49:05 Writing Call Options
55:35 Investing with Dyslexia
59:15 Definition of Happiness
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