#59 Chris Waller on We Are Bellingcat

Investing by the Books

Eddie Palmgren and Redeye AB द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Eddie Palmgren and Redeye AB या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

3M ago 1:11:24

MP3•एपिसोड होम

Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-source information.

For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You’re also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with team

This episode was recorded on April 17, 2024.

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Episode Chapters

(00:00) Introduction by Eddie & Niklas

(01:29) Introducing Chris and his passion for investing

(04:42) We Are Bellingcat

(16:05) How to find an informational edge

(21:12) Paying for data

(25:09) Seeking the truth, not agreement

(28:07) Looking for the other side of your thesis

(31:08) Weighing data points and a story by Chris

(39:07) Shorting stocks

(43:45) Parallels to sleuth investing

(47:24) Drawing the ethical line

(52:49) Plural Investing and investment philosophy

(01:04:28) Book discussions

(01:07:27) Mentors and role models

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Books Mentioned

We Are Bellingcat - Eliot Higgins
The Sleuth Investor - Avner Mandelman
The Advanced Sleuth Investor - Avner Mandelman
Competition Demystified - Bruce Greenwald
You Can Be a Stock Market Genius - Joel Greenblatt
Amazon Unbound - Brad Stone
Never Split the Difference - Chris Voss
Several books and a masterclass from Bob Woodward

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More on Chris

Plural Investing

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About the Podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter/X: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter/X: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

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