Hunting for Super Stocks w/ Peter Keefe (RWH034)
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- Опубліковано 13 жов 2023
- William Green chats with Peter Keefe, an outstanding investor who’s trounced the market over three decades. Here, Peter discusses his timeless investing principles, what he looks for in a great business, how he evaluates the quality of management, why he loves Microsoft & Markel, why managing money is a high calling, & what investors can learn from apex predators.
IN THIS EPISODE, YOU’LL LEARN:
- How Peter Keefe taught himself to invest intelligently.
- Why he loathed selling stocks as a broker on commission.
- Why a money manager’s principal motivation should be to serve others.
- How Peter built a dazzling record based on timeless principles.
- Why he views selling great businesses too early as his costliest mistake.
- Why he ignores economic predictions.
- Why he owns a concentrated portfolio of 10-12 stocks.
- How Microsoft & Markel embody what he looks for in a business.
- How he made hundreds of times his money on American Tower.
- How he evaluates the quality of management.
- What investors should learn from apex predators.
- Why humility is an indispensable virtue for investors.
- How Peter measures a successful life.
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ABOUT OUR SHOW 🎙
On Richer, Wiser, Happier, William Green interviews high-profile guests such as Howard Marks, Joel Greenblatt, and Ray Dalio. Exploring what they can teach us about how to succeed in markets and life.
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Peter’s investment style is close to my own, thanks for finding guys like Peter!
That's amazing! Glad you enjoyed the interview. 🙏
Peter Keefe works for Avenir Corp. The 13fs are interesting.
William Green always brings the best .
I had a suggestion
William Green should start a series in which he discusses the top 10 lessons from different investing legends he has interacted with
I really like the style with which William Green presents things
Hoping to hear from you soon
Regards
Many thanks, @lucky7843. That's a good suggestion. Warm wishes, William
William , I learn something new and valuable from each and every guest you bring on to your show. Thank you
Glad to hear it!
Thanks a lot, @pareshpatel2642. Warm wishes, William
Mr William is an excellent interviewer and a legend..❤ to Mr Willam from India and a tribesman.
Thanks a lot, @alverzenongkhlaw5688! That's very kind of you to say. Greetings from New York!
Watched the first 5 minutes and just wanted to pause to say thank you for this amazing content. Such tremendous insights into so many subjects in addition to investing.
Me too
Thanks so much, @kevinboutsen. Much appreciated. Warm wishes, William
Thanks William and thanks Peter, for this enlightening conversation.
Thank you so much for watching!
Many thanks, @aniyannair4525. Warm wishes, William
An absolutely great show.Overflowing nuggets of wisdom.
Glad you found it valuable! 🙏
Many thanks. So glad you found it helpful. Warm wishes, William
Amazing interview
Many thanks! Warm wishes, William
Great interview. Really respect this guy. He sees the arc of one’s lifespan and what drives you forward.
Thanks so much, Brian. Warm wishes, William
Another really insughtful interview, thank you very musc!
Our pleasure! 😀
Another gem of a podcast William. You always out do yourself. such a knowledge of wealth. Thanks you and Peter
Glad you enjoyed it!
Thanks so much, @bahuchha574. I really appreciate it. Warm wishes, William
Thank you for this, you always do so good with your interviews, the dialog is really entertaining to listen to. Listening to the greats is so inspiring. The world pushes FOMO but the theme with all these great investors is calming, be extremely patient, just find a few great companies and hold for life. I realize its hard to find them but when you only need a small amount, it feels so much more attainable.
Grateful for your support!🙏
Listening for a second time. Priceless interview.
I personally find religion to be beyond my ability to believe. I need scientific evidence. But I don’t care about people get to their moral foundation. A good Christian beats an amoral atheist any day of the week.
How can we check Peter Keefe portfolio and current holdings?
Look up Avenir Corp. You should be able to find their filings. Good luck!
Excellent interview. However, Bessembinder's paper does not provide good insights into how to invest. His papers' approach is that you invest in all stocks throughout their total lifespan, the growth, the maturity, and the inevitable decline. Not surprisingly Treasuries win on that comparison. No investor invests on that basis - it's a false comparison. I'm really surprised how widely this misleading paper is referenced.
MSFT is only beating the market because of PE multiple expansion... It has a 11 years FCF CAGR of 6.65% (very low)... Not convinced about this video...
Sounds like most “growth” stocks now says.
I just bought $POOL!