Feb. 7, 2024

Vas Piperoglou on Maintaining Conviction & Selling into Speculation

Show Notes

JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment style, view of the markets, and companies they’re liking.

The conversation branched from contrarianism and conviction to picking beaten-up sectors and investing in thematics. Vas revealed his thinking behind patience in the market, his ardent long-term outlook plus why he bought and in some cases sold uranium, gold, and natural resource services business in recent times.

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

Chapters:
(0:00:00)Introduction
(0:08:42)Vas Piperoglou on Money of Mine
(0:09:23)Making decisions in a team
(0:11:15)No management fee
(0:15:00)"What the market likes, we normally stay away from"
(0:17:23)Being high conviction
(0:19:59)Picking basket's of stocks (thematic plays)
(0:24:20)Is meeting a company a must?
(0:26:00)Thoughts on selling
(0:31:17)Where at we at in the market cycle
(0:37:15)What to make of China
(0:42:50)ESG investing
(0:50:15)Setting a fund up for gold
(0:53:43)Uranium Trade
(0:59:04)Carnarvon (CVN) Thesis & Activism
(1:11:24)An investing book that stands out

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