Scott Reardon, Portfolio Manager at Dakon Capital, Author of The Dark Continent series and Bonfire of the Beasts, stops by The Business Brew to chat about what he learned from the greatest investors of all time (and other things). Scott's work led him to focus on very favorable risk/reward scenarios. While that might sound trite, it's hard in practice.
You can read Scott's work at:
Greatest investors: https://www.dakotavalue.com/stewart-s-bridge-paper
Cyclicality of markets and life: https://www.dakotavalue.com/draper-s-carousel
We hope you enjoy the conversation!
Album art photo taken by Mike Ando. Please see www.mikeando.com.
Thank you to @mathewpassy (on Twitter) for the show production.
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