Drew Cohen’s investment approach is all about deep research, quality companies, and a focus on predictability. From his early lessons in investing to founding Speedwell Research, he shares insights on moats, valuation, and his best (and worst) stock picks. #Investing #Finance
Pieter, many thanks for sharing this engaging and informative interview! I have never met Drew Cohen, but after reading this interview, I am already a big fan of his!
A lot of wisdom in this interview, thank you. Instead of staying in our circle of competence, we should only invest in our circle of competence, while always trying to expand that circle.
Pieter, many thanks for sharing this engaging and informative interview! I have never met Drew Cohen, but after reading this interview, I am already a big fan of his!
We all keep learning from each other!
i love copart but i think the EV vehicle market will hurt them a lot , and with the self driving car ...
I also think Copart is too expensive right now taking everything into account
I love those kinds of interviews; it was a SWOT analysis, and you shared insightful points of view.
Thanks for the feedback, Guy! It motivates to do more of these
A lot of wisdom in this interview, thank you. Instead of staying in our circle of competence, we should only invest in our circle of competence, while always trying to expand that circle.
We all need to keep learning
Well done on an excellent interview! Thank you for sharing.
Thanks, sir!