Raymond Jang
speaker
122 appearances
1 recordings
1 series
first heard May 2022
last heard May 2022
Raymond Jang’s voice in public audio — every appearance, attributed to the second.
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Appearances
So it's something you really want to look for, someone who's passionate about technology and has that industry experience.
Yeah, I think when a lot of people first start out, I think they're kind of drawn to finding the winners.
You don't need to find companies that are going to be the number one winner.
I think there's an attraction to monopoly businesses.
Yeah, there's only one and it's very dominant.
So it's very similar to, say, Pexigroup.
Yeah.
And it's understandable because you can only have one system because of the way the ecosystem is.
Yeah.
At the same time, those kind of companies, like even Facebook or Google, could be considered to be monopolies in their areas.
Yeah.
But at the same time, it attracts regulation.
Regulators don't want one company to be controlling the system.
whole ecosystem so and zero in into it could you know they're not they're not competing on price um so i think that's an important element to that's a good point yeah be mindful of like you don't always have to invest in companies that are just going to be number one
For me, it definitely sits on my watch list.
On valuation grounds, it's interesting.
I would prefer sentiment to be lower so I can get it at a more reasonable price based on my views.
And I think it's important when...
When a high-quality business like Xero suffers a negative sentiment like this or there's a market rotation, a lot of those reasons are not specific to the company.
And when that happens, you have to understand if that's truly the case because when there is growing negative sentiment, then you could potentially, if you do get the judgment of this wrong about the reasons why this company is
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