In this video you will learn about: - 🌱 Transitioning from farming to investing: Discover Andrew's unique journey and how it shaped his investment strategies. - 👥 Mentorship and influence: Learn about the key figures who have mentored Andrew and how their guidance has impacted his approach to business and investing. - 📈 Investment philosophy: Dive into Andrew's investment principles and how he applies them to identify companies with potential, like Teqnion. - 🕵️♂️ Company assessment: Get insights into how Andrew evaluates a company's management team before deciding to invest. - 🇸🇪 Swedish dividends: Explore why Swedish companies and their dividend policies are attractive to Andrew's investment portfolio. - 🧠 Teqnion investment thesis: Understand the comprehensive reasons behind Andrew's confidence in Teqnion. - ⚠️ Risk assessment: Andrew discusses what could potentially go wrong with investments in companies like Teqnion. - 💵 Valuation tactics: Learn about the valuation of serial acquirers and how Andrew approaches this complex task. - 📏 Position sizing: Understand the strategy behind how much to invest in a particular stock or sector. - 🌐 OTC Markets: Discover the case for investing in Over-the-Counter markets as per Andrew's analysis. - 💰 Dividends and reinvestment: Hear Andrew's take on dividends and the benefits of reinvesting them. - 🕵️♀️ Analyzing investment opportunities: Learn the first steps Andrew suggests for analyzing a new investment idea. - ✈️ Worldly perspectives: Gain insight from Andrew's experiences of traveling and escaping the war in Ukraine, providing a broader view of the world. - 🎓 Role of education: Reflect on the importance of formal education in the world of investing according to Andrew. - 🏃♂️ Life's pursuits: Engage with a deep discussion on the personal motivations and goals that drive people in their professional and personal lives.
Connect with Andrew Youtube: @AndrewBrownInvesting Twitter: https://x.com/abrowninvesting?s=20 Substack: https://yesstocksnostocks.com/ TIKR: http://www.tikr.com/andrew Connect with me :) Linkedin - / david-barbato Twitter - / ghrxcutvjb 00:00 Intro 00:49 Who is Andrew 02:09 Andrew's mentors 05:56 How does farming transition to investing 08:25 Investment Philosophy 14:11 How did Teqnion come to the radar 16:15 Assessing Teqnion's Management 22:35 Swedish Companies and Dividends 24:27 Teqnion Thesis 27:47 What can go wrong with Teqnion 32:56 Valuation - Teqnion and other serial acquirers 43:29 Position Sizing 52:22 OTC Markets Investment Case 56:50 Dividends and reinvesting them 59:43 First Steps in Analyzing an Idea 01:15:38 Traveling the World, Escaping the War in Ukraine, and more 01:25:38 Aversity and Escaping Ukraine 01:29:49 The Role of Formal Education 01:39:30 What are you running from and towards
Andrew Brown: Teqnion , Serial Acquirers, Building a Business, Treveling the world | ValueHunt #12