Investment masterclass (and a must-read book) from “second level thinker” Sean Peche

Loading player...
Ranmore Funds founder Sean Peche is cementing his position among the top-performing 1% of global equity funds by disciplining himself to what guru Howard Marks called “second-level thinking”. In this masterclass on investing that self-helpers will appreciate at all levels of expertise, Peche shares the rational approach which has enabled him to outperform no matter what the investment trend of the moment. Hint: study the companies you want to co-own instead of being part of the crowd that attempts to guess big trends (and fails at least 50% of the time). He also points us towards some juicy out-of-fashion investment opportunities that Peche is confident will reward the patient. - Alec Hogg
28 Sep 2023 10AM English South Africa Investing · Business News

Other recent episodes

The UP student who turned Excel into a world title – Pieter Pienaar

When you’re filling in a Microsoft Excel spreadsheet, the idea of an international competition testing those skills is probably far from your mind. Yet Excel has become an esport, with competitors from around the world solving high‑pressure challenges on a major stage in Las Vegas. This year, University of Pretoria…
19 Dec 11AM 19 min