Dev Kantesaria's guest appearances

Dev Kantesaria

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Charlie Munger

Howard Marks

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OwlTail

Apply to Plus: https://good-investing.net/plus/Check out our sponsor: https://good-investing.net/ib/ *Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio (https://www.dataroma.com/m/holdings.php?m=VFC) he is focussing on high-quality stocks. In our interview, you can get to know his high-quality approach in detail.We have discussed the following:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/00:38 Who is Dev Kantesaria?01:25 Resisting short-term trading02:58 Dev Kantesaria’s competitive advantage06:40 Managing emotions09:59 The business mindset12:01 Venture investing vs public equities15:05 Starting over in a new field19:10 Compounding machines29:55 Networking in investing32:55 Staying away from healthcare stock33:57 Research36:12 Being a “historian” of a company39:27 Managing groupthink41:10 Pricing power46:10 Management50:20 “Too good to be true” examples53:35 Historic lessons01:00:23 The current market01:01:42 Reflections on Amazon01:06:10 Margin of safety01:09:55 Picking stock from a limited universe01:14:20 Community Exclusive: Selling01:15:10 Closing thoughts01:17:28 Thank you01:17:41 DisclaimerMore▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: https://good-investing.net/plus/ Join the Supporters Club: https://good-investing.net/supporters-club/ TIKR – our data tool *: https://tikr.com/goodinvesting/ IB – our recommended broker *: https://good-investing.net/ib/ Wise – our recommended travel account *: https://good-investing.net/wise/ Disclaimer: https://good-investing.net/imprint/disclaimer/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Affiliate Link = *Dev Kantesaria, what is your formula for quality investing? appeared first on Good Investing.

Apply to Plus: <a href="https://good-investing.net/plus/" rel="nofollow" target="_blank">https://good-investing.net/plus/</a> Check out our sponsor: <a href="https://good-investing.net/ib/" rel="nofollow" target="_blank">https://good-investing.net/ib/</a> *Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio (<a href="https://www.dataroma.com/m/holdings.php?m=VFC" rel="nofollow" target="_blank">https://www.dataroma.com/m/holdings.php?m=VFC</a>) he is focussing on high-quality stocks. In our interview, you can get to know his high-quality approach in detail.We have discussed the following: 00:00 Check out Interactive Brokers @ <a href="https://good-investing.net/ib/" rel="nofollow" target="_blank">https://good-investing.net/ib/</a> 00:38 Who is Dev Kantesaria? 01:25 Resisting short-term trading 02:58 Dev Kantesaria’s competitive advantage 06:40 Managing emotions 09:59 The business mindset 12:01 Venture investing vs public equities 15:05 Starting over in a new field 19:10 Compounding machines 29:55 Networking in investing 32:55 Staying away from healthcare stock 33:57 Research 36:12 Being a “historian” of a company 39:27 Managing groupthink 41:10 Pricing power 46:10 Management 50:20 “Too good to be true” examples 53:35 Historic lessons 01:00:23 The current market 01:01:42 Reflections on Amazon 01:06:10 Margin of safety 01:09:55 Picking stock from a limited universe 01:14:20 Community Exclusive: Selling 01:15:10 Closing thoughts 01:17:28 Thank you 01:17:41 DisclaimerMore ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus community: <a href="https://good-investing.net/plus/" rel="nofollow" target="_blank">https://good-investing.net/plus/</a> Join the Supporters Club: <a href="https://good-investing.net/supporters-club/" rel="nofollow" target="_blank">https://good-investing.net/supporters-club/</a> TIKR – our data tool *: <a href="https://tikr.com/goodinvesting/" rel="nofollow" target="_blank">https://tikr.com/goodinvesting/</a> IB – our recommended broker *: <a href="https://good-investing.net/ib/" rel="nofollow" target="_blank">https://good-investing.net/ib/</a> Wise – our recommended travel account *: <a href="https://good-investing.net/wise/" rel="nofollow" target="_blank">https://good-investing.net/wise/</a> Disclaimer: <a href="https://good-investing.net/imprint/disclaimer/" rel="nofollow" target="_blank">https://good-investing.net/imprint/disclaimer/</a> ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Affiliate Link = *<a href="https://www.good-investing.net/podcast/2022/10/dev-kantesaria-valley-forge-capital/" rel="nofollow" target="_blank">Dev Kantesaria, what is your formula for quality investing?</a> appeared first on <a href="https://www.good-investing.net" rel="nofollow" target="_blank">Good Investing</a>.

Dev Kantesaria, what is your formula for quality investing?

Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets. Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before pivoting and going into venture instead of medicine 14 years ago. Dev is also a big Buffett and Munger fan and follows their principles closely.  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.Trey Lockerbie's Twitter.Read the 9 Key Steps to Effective Personal Financial Management.  NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.   P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!  SPONSORS Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.Transform how you drive business results and connect with customers with Snap AR.Invest in high-quality, cash-flowing real estate without all of the hassle with PassiveInvesting.Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.Communicate your ideas in the best way possible with Canva.Trade confidently with BMO adviceDirect. Start trading today with personalized advice with a minimum of just $10,000.Track performance, create custom watch lists, and trade from anywhere with confidence with a BMO InvestorLine Self-Directed account.Join the ultimate knowledge and networking hub from HubSpot, Trends. Start your 7-day trial today for just $1.Start investing in cryptocurrency today with as little as $10. Just go to altoira.com/study.Get 20% off on Simplisafe's newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.  ﻿HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets. Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before pivoting and going into venture instead of medicine 14 years ago. Dev is also a big Buffett and Munger fan and follows their principles closely. IN THIS EPISODE, YOU'LL LEARN: <ul><li>17:27 - How to invest through recessions. </li><li>19:23 - Why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures.</li><li>48:21 - The value of running a highly concentrated portfolio.</li><li>And a whole lot more!</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES: <ul><li>Valley Forge Capital Management's <a href="https://www.valleyforgecapital.com/" rel="noopener noreferrer nofollow" target="_blank">Website</a>.</li><li>CNBC Buffett resources' <a href="https://buffett.cnbc.com/warren-buffett-archive/" rel="noopener noreferrer nofollow" target="_blank">Website</a>.</li><li>Trey Lockerbie's <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer nofollow" target="_blank">Twitter</a>.</li><li>Read the <a href="https://www.theinvestorspodcast.com/business/personal-finance-101/" rel="noopener noreferrer nofollow" target="_blank">9 Key Steps to Effective Personal Financial Management</a>.</li></ul> NEW TO THE SHOW? <ul><li>Check out our <a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer nofollow" target="_blank">We Study Billionaires Starter Packs</a>.</li><li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer nofollow" target="_blank">here</a>.</li><li>Try our tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer nofollow" target="_blank">TIP Finance Tool</a>.</li><li>Enjoy exclusive perks from our <a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer nofollow" target="_blank">favorite Apps and Services</a>.</li><li>Stay up-to-date on financial markets and investing strategies through our daily newsletter,<a href="https://www.theinvestorspodcast.com/newsletters/" rel="noopener noreferrer nofollow" target="_blank"> We Study Markets.</a></li><li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/" rel="noopener noreferrer nofollow" target="_blank">best business podcasts</a>. </li></ul> P.S The Investor’s Podcast Network is excited to launch a <a href="https://clicks.aweber.com/y/ct/?l=7HQTa&amp;m=3hIUiG6T8vBkNOB&amp;b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer nofollow" target="_blank">subreddit</a> devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit <a href="https://clicks.aweber.com/y/ct/?l=7HQTa&amp;m=3hIUiG6T8vBkNOB&amp;b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer nofollow" target="_blank">r/TheInvestorsPodcast</a> today! SPONSORS <ul><li>Join <a href="https://ourcrowd.com/study" rel="noopener noreferrer nofollow" target="_blank">OurCrowd</a> and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.</li><li>Transform how you drive business results and connect with customers with <a href="https://forbusiness.snapchat.com/oys" rel="noopener noreferrer nofollow" target="_blank">Snap AR</a>.</li><li>Invest in high-quality, cash-flowing real estate without all of the hassle with <a href="https://www.passiveinvesting.com/" rel="noopener noreferrer nofollow" target="_blank">PassiveInvesting</a>.</li><li>Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with <a href="https://wildalaskancompany.com/wsb" rel="noopener noreferrer nofollow" target="_blank">Wild Alaskan Company</a>. Order today and get $15 off your 1st box of premium seafood.</li><li>Communicate your ideas in the best way possible with <a href="https://www.canva.com/" rel="noopener noreferrer nofollow" target="_blank">Canva</a>.</li><li>Trade confidently with <a href="https://www.bmo.com/adviceDirect" rel="noopener noreferrer nofollow" target="_blank">BMO adviceDirect</a>. Start trading today with personalized advice with a minimum of just $10,000.</li><li>Track performance, create custom watch lists, and trade from anywhere with confidence with a <a href="https://www.bmo.com/main/personal/investments/online-investing/investorline/self-directed/" rel="noopener noreferrer nofollow" target="_blank">BMO InvestorLine Self-Directed</a> account.</li><li>Join the ultimate knowledge and networking hub from HubSpot, <a href="https://trends.co/westudybillionaires" rel="noopener noreferrer nofollow" target="_blank">Trends</a>. Start your 7-day trial today for just $1.</li><li>Start investing in cryptocurrency today with as little as $10. Just go to <a href="https://altoira.com/study" rel="noopener noreferrer nofollow" target="_blank">altoira.com/study</a>.</li><li>Get 20% off on <a href="https://simplisafe.com/tip" rel="noopener noreferrer nofollow" target="_blank">Simplisafe</a>'s newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.</li><li>Learn more about how you can get started investing in some of the best cash flow markets today with <a href="https://renttoretirement.com/tip" rel="noopener noreferrer nofollow" target="_blank">Rent to Retirement</a>.</li><li>Get access to some of the most sought-after real estate in the U.S. with <a href="https://crowdstreet.com/" rel="noopener noreferrer nofollow" target="_blank">Crowdstreet</a>.</li><li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer nofollow" target="_blank">here</a>.</li><li>Support our free podcast by supporting our <a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer nofollow" target="_blank">sponsors</a>.</li></ul> ﻿HELP US OUT! Help us reach new listeners by leaving us a <a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit" rel="noopener noreferrer nofollow" target="_blank">rating and review</a> on <a href="https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489" rel="noopener noreferrer nofollow" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

TIP389: Buffett's Core Principles w/ Dev Kantesaria

Hello Listeners,Today is a very special episode with Dev Kantesaria, Managing Partner at Valley Forge Capital Management. Dev is a graduate of Harvard Medical School. He began his career at McKinsey &amp; Company where he was a senior associate. He was then principal at TL Ventures. After this he was General Partner at Devon Park Bioventures. In today's episode we discuss his approach and why he has a concentrated portfolio. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Dev Kantesaria, Managing Partner at Valley Forge Capital Management. Dev is a graduate of Harvard Medical School. He began his career at McKinsey &amp; Company where he was a senior associate. He was then principal at TL Ventures. After this he was General Partner at Devon Park Bioventures. In today's episode we discuss his approach and why he has a concentrated portfolio. Enjoy and thanks for the listen!

Dev Kantesaria - Valley Forge Capital Management