Tristan is a great Australian investor and former employee at KPG. In this interview you'll learn everything about:
- tracking investment ideas
- Rationality
- Circle of Competence and more
Connect with Tristan
Twitter - https://twitter.com/hurdle_rate
Linkedin - https://www.linkedin.com/in/tristan-waine-36289a214/
Hurdle Rate Trust - https://www.hurdlerate.com.au/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time Stamps:
00:00 Intro
01:05 Falling in Love with Investing
03:50 Taking the leap from Accounting to Full-Time Investing
08:26 Working at companies you invest in
10:45 Selling KPG. Regret??
12:46 Adversity
16:20 Staying Rational
18:36 Unique Approach to Investing
24:50 Tracking Ideas
27:10 Turnover
30:12 Sizing
34:40 What does it take to go full-time
39:22 How do you allocate time
42:03 Books
45:03 Goal with Hurdle Rate Unit Trust
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