Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
محتوای ارائه شده توسط Aznaur Midov. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Aznaur Midov یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
مشابه The Accent Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Player FM - برنامه پادکست
با برنامه Player FM !
با برنامه Player FM !
))
AccentWealth: Invest like a Family Office with James Pan
Manage episode 404234571 series 2615910
محتوای ارائه شده توسط Aznaur Midov. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Aznaur Midov یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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
47 قسمت
اشتراک گذاری
Manage episode 404234571 series 2615910
محتوای ارائه شده توسط Aznaur Midov. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Aznaur Midov یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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
47 قسمت
Alla avsnitt
×
به Player FM خوش آمدید!
Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.
مشابه The Accent Podcast
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Player FM - برنامه پادکست
با برنامه Player FM !
با برنامه Player FM !
