Interview Questions from Public Interviews Flashcards
1
Q
Describe the characteristics of companies that attract your attention
A
Highly intelligent, well run,
shareholder letters, treats like partner
2
Q
What is your circle of comeptence
A
Consumers, some industrials, info tech
3
Q
How do you turn a story into an assement of value
A
?
4
Q
How do you think about the marcoeconomic environemnt
A
interest rates, but thats it
5
Q
What is the hurdle to get into the portfolio
A
hard cap on number in port
6
Q
Describe the concentration of your portfolio
A
add
7
Q
What attracted you to x company
A
add
8
Q
who is your favourote investors
A
add
