PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/07/05/keith-ashworth-lord-the-uk-buffettology-fund-interview-part-two/
 
Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund
Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more.
Valuation 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

Show Notes

This video can be seen at: https://www.piworld.co.uk/2019/07/05/keith-ashworth-lord-the-uk-buffettology-fund-interview-part-two/

 

Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund

Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more.

Valuation 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

Creators and Guests

P
Producer
PIWORLD

What is PIWORLD Investor Podcasts?

Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk