I very much enjoyed giving my lecture “Compounding with the Spawners” to the students of Peking University's Guanghua School of Management. We talked about Spawners and how to identify one.
The presentation included a rich Q&A session on a diverse set of topics. Enjoy!
Here is the link to the podcast:
If you prefer reading over listening, here is the transcript.
I very much enjoyed my discussion with the Members of Wall Street South Investment Club at the Wilbur O. And Ann Powers College of Business (Clemson University). We talked about the advantages and disadvantages of auction-driven stock market investing, and my learnings in 2020.