{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"Keith Ashworth-Lord, The UK Buffettology Fund: interview part two","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/380a82a3\"></iframe>","width":"100%","height":180,"duration":1790,"description":"This video can be seen at: https://www.piworld.co.uk/2019/07/05/keith-ashworth-lord-the-uk-buffettology-fund-interview-part-two/\n \nKeith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund\nAnother inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more.\nValuation of good companies – 00:20 AB Dynamics – 02:08 Sell discipline – 04:45 Lessons learned from past mistakes – 06:04 Lessons learned from Woodford? – 10:08 Do you have to go to the small/mid cap market for good growth? – 14:13 How has regulation changed fund management? – 17:45 Liquidity – 18:55 Buffettology licence continuity? – 19:40 What part does luck play in investing? – 22:20 Lack of mentors – 23:11 The macro picture – 25:05 How do you feel about valuations now? – 27:57","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}