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Podcast: The Meb Faber Show - Better Investing
Episode: Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing
Description: Today’s guest is Soo Chuen Tan, Founder & President of Discerene Group, which has a fundamental, contrarian, long-term value investing philosophy.Today’s episode starts off with lessons from working under the great Seth Klarman at Baupost. Then we spend a lot of time around what the ideal structure is for an investment firm and how to build a true partnership with LP’s - and that even includes giving money back when there aren’t opportunities in the market. Then we get into his investing philosophy. He answers broad questions like: what businesses actually have netw...