Every time I hear him speak, I come back thinking he is the true successor to the Buffet way and should be running Berkshire. It’s the same simplicity in thought, valuing patience and complete adherence to principles.
@GoodInvestingTalks
3 ай бұрын
Hahaha... I will pay you a beer if that happens 😅
@freds8482
8 күн бұрын
Thanks for letting the expert speak! To many interviewers are more interested in looking smart themselves and talking to much! You look much smarter in treating the guest like a guest and an expert! Thanks!
@havrenne
Жыл бұрын
Amazing quality interview and portfolio. Reminds me a little bit of Guy Spier.
@aamodmishra2615
Жыл бұрын
Great interview, Dev is so underrated by the wider community! Simplicity is the ultimate sophistication. Dev says they have a quantitative bar w.r.t what they are willing to pay up for these businesses - would have liked to know what that is!
@boratsmagadijev940
Жыл бұрын
He speaks so clearly about investing. Really, easy to understand.
@pareshpatel2642
23 күн бұрын
He mentioned FAANG stocks in one of the other interview. I bought all of the FAANG stocks in 2021. Got lucky but sold out ASML too early. He is very keen on Quality Which I think is the most important factor in investing. Good Luck
@bandarnath111
Жыл бұрын
Thanks for bringing Dev. Always love to hear his insights.
@jamieb8046
7 ай бұрын
Very informative video. As an investor myself (still learning), I really found this video informative and enjoyable to watch. Thank You!
@GoodInvestingTalks
7 ай бұрын
Very happy to have helped you! 😊
@ku9145
11 ай бұрын
He was optimistic about Amazon but exited his position in Q4 2022 to Q1 2023 (his fund seems to rarely sell) and significantly added to Intuit. Amazon’s margins are expanding, especially now with their ad business ramping up and materially reflecting in their earnings. The positive inflection point he suggests for Amazon is quickly approaching, so I’m curious if he will re-enter a position, given the current market downturn.
@GoodInvestingTalks
11 ай бұрын
Good question to ask for the next interview :).
@musaabsi
Жыл бұрын
Thank you ! Do you guys know where can I find his letters ?
@mohamedmadkour6926
11 ай бұрын
Such a great interview many thanks. Dan is really Super.
@GoodInvestingTalks
11 ай бұрын
Thank you very much!
@Martinit0
Жыл бұрын
I am surprised to see him enter the ASML position recently in Q2 2023 when he said he wants to avoid high R&D risk.
@QualityInvest5
9 ай бұрын
ASML is actually not very capital intensive. To my understanding theyre closer to an assembly company as opposed to a high capex company that manufactures these big bulky machines.
@larrysummers5556
7 ай бұрын
My number 2 name @@QualityInvest5
@jonnagap87
3 ай бұрын
He clearly said he prefers monopolies and oligopolies. Can’t think of a more clear monopoly
@plantty4760
Жыл бұрын
Very nice interview, thanks.
@Dividendflywheel
7 ай бұрын
Thanks for this video @5:19 investing philosophy.
@GoodInvestingTalks
7 ай бұрын
You are welcome! 😊
@michaelsimpson2103
21 күн бұрын
Great interview!
@Julian_0595
Жыл бұрын
Great Content! Thank you
@katon361
Жыл бұрын
Thank you!!
@AlessandroOrlandi83
4 ай бұрын
Very good interview
@TheLongestRunway
4 ай бұрын
Great! Thanks
@anandkarnavat4851
Жыл бұрын
Great!
@Martinit0
Жыл бұрын
I like this idea of Dev: Investing is the actual "Oreo Test" for grown ups. We laugh at dogs and kids who can't hold back for 10 minutes but then we can't hold onto a stock that dips for a couple of months or doesn't go up with a year.
@bibbidi_bobbidi_bacons
6 ай бұрын
👏
@onceuponascale
7 ай бұрын
Not even two minutes, and already a second call to action to CLICK ON THE LINK. That's fine, ik was about to leave anyway.
@GoodInvestingTalks
7 ай бұрын
Hey, thank you for the feedback. I will change that.
Пікірлер: 34