#39 - In Conversation With Thomas Chua From Steady Compounding Discussing Fundamental Analysis and Quality Growth Compounders
Cold Brew Money
English - March 29, 2021 11:00 - 40 minutes - 37.2 MBInvesting Business Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Episode Notes:
Thomas Chua is a Singapore-based investor and founder of Steady Compounding. We discuss:
Deep Value vs. Quality Growth
Fundamental Analysis for Growth Companies - customer satisfaction, employee satisfaction, retention rates, founder-led, Twitter
Mental Models - Circle of Competence, Anchoring, Opportunity Cost, Compounding
Worst Investment Mistake
Resources for Investors
About Steady Compounding
Thomas LinkedIn | Thomas Twitter | Steady Compounding Website | Steady Compounding Newsletter
Resources:
Monish Pabrai, Gautam Baid
Rich Dad, Poor Dad by Robert Kiyosaki
The Joys of Compounding by Gautam Baid
Warren Buffett Letters
Terry Smith YouTube
Michael Mauboussin White Papers
One Up Wall Street by Peter Lynch
Steady Compounding - Disney Article
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Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
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