TIP389: Buffett's Core Principles w/ Dev Kantesaria

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 22 October 2021

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU'LL LEARN:

17:27 - How to invest through recessions.
19:23 - Why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures.
48:21 - The value of running a highly concentrated portfolio.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES:

Valley Forge Capital Management's Website.
CNBC Buffett resources' Website.
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Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TI-P.
0:03.1	On today's episode, I sit down with Dev Contasaria.
0:06.4	Dev is the managing partner of Valley Forge Capital Manage, which currently has 2.7 billion
0:11.2	in assets.
0:12.2	Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before
0:17.0	pivoting and going into venture instead of medicine.
0:19.4	14 years ago, he pivoted again and went into equities only with Valley Forge.
0:24.0	In this episode, we talk about the value of running a highly concentrated portfolio.
0:28.0	By Dev no longer invests in biotech after he spent 18 years in biotech ventures, how to
0:33.2	invest through recessions and a whole lot more.
0:36.0	This was a very refreshing discussion because Dev is a big, buffet, and munger fan and follows
0:40.6	their principles closely.
0:42.1	I thoroughly enjoyed it, so without further ado, here's my conversation with Dev Contasaria.
0:48.0	You are listening to THE Investors Podcast.
0:53.8	Are we studying the financial markets and read the books that influence self-made billionaires
0:58.2	the most?
0:59.2	We keep you informed and prepared for the unexpected.
1:02.6	All right, everybody.
1:12.3	As I said in the top, I am here with Dev Contasaria, and we are so excited to have you, Dev.
1:17.5	Thank you so much for coming on the show.
1:19.1	Yeah, thanks for having me.
1:20.1	I'm excited to be here.
	...

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