Interview with Anthony Deden

European wealth manager on picking companies for “permanent” investment. Looking for durability, thinking like an owner, and how to think about competitive advantage. Also advises to completely separate oneself from the financial industry, for example, growth through acquisition is “an accident waiting to happen”, and projected financials are worthless. “I’ve never had an investment idea from reading the news.”

https://www.youtube.com/watch?v=a4_U6bS-cU4&feature=youtu.be

Notes: https://saetacapital.com/2018/06/10/notes-from-anthony-deden-interview-by-grant-williams/

Transcript: https://www.slideshare.net/malpani/interview-with-anthony-deden

 

 

 

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