Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139

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Recorded24 Aug 2023

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Handlerec:8567305

Show notes

How we approach finding new ideas in the widest investment universe. Highlights Eagles and vultures mental model—why idea generation is better enabled by one shared investment philosophy and knowledge base E.g., Novo Nordisk and Publicis What is the "Bathroom List" and its role in our investment process and ESG considerations—e.g., JDE Peet's Why nuance matters when incorporating scuttlebutt—e.g., Publicis How we're continuously refining and improving our processes Current emerging markets exposure A walk through our qualitative risk assessment checklist Recommended reads from Manar

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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