Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate

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8d ago 53:16

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My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more specifically, idea generation that Peter Lynch made famous. In our conversation today, Tristan and I talk extensively about this concept as it pertains to his investing style and philosophy. Specifically, we thought we could up the boring business ante, by talking about the sexiest businesses alive: accounting and document management software. In all seriousness, we have a great time, and Tristan provides some valuable insight on the topic of investing in what you know. Tristan mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.

For more information about the Hurdle Rate newsletter on Substack, please visit: https://hurdlerate.substack.com/

You can Follow Tristan on Twitter/X @hurlde_rate: https://x.com/hurdle_rate

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