Foreword
This is a quick note, which tends to be just off the cuff thoughts/ideas that look at current market situations, and to try to encourage some discussions.
Adam Taggart is out with a fantastic interview with Graham Weaver — professional PE fund manager, Stanford professor and blogger/youtuber.
As usual, a reminder that I am not a financial professional by training — I am a software engineer by training, and by trade. The following is based on my personal understanding, which is gained through self-study and working in finance for a few years.
If you find anything that you feel is incorrect, please feel free to leave a comment, and discuss your thoughts.
Graham Weaver
Graham Weaver is a more traditional private equity fund manager, along the styles of Warren
Buffett — someone who invests in boring, predictable, but highly cash flow generative businesses, and holds them for the long term.
In this interview, he discusses the philosophy behind his investing style, and what contributes to his success. Well worth a watch.
Janky Thoughts 