Wednesday, 25 April 2018

Value Investing Videos: James Pan

I was happy to find James Pan has posted another video on YouTube of one of his university lectures. He is totally under the radar, managing family money only, though his returns are spectacular (c18% over c20 years).  I'm not sure he would agree with my characterisation but I seem him as a long term growth at a reasonable price type or reversion to the mean type investor - he talks about trying to find the "second leg of growth".  I thoroughly recommend both of his talks both for his practical advice on successful value investing but also his wry humour.  He is pretty inspirational.

https://www.youtube.com/watch?v=8Flci3xYJpo&t=4799s
https://www.youtube.com/watch?v=S6ahjNIXH8g





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