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S1E7 How T.E.P. Investments Arbitrages Small Cap Investor Behavior
S1E7 How T.E.P. Investments Arbitrages Small Cap Investor Behavior
ratings:
Length:
75 minutes
Released:
Nov 25, 2020
Format:
Podcast episode
Description
INTERVIEWEE:
Tom Perfrement is a successful young Australian small-cap investor who also currently happens to be the nation's 432nd best tennis player (Tennis Australia Rankings). Along with studying for an MBA at Oxford University and helping lead a not for profit (Good Data Institute), he also runs T.E.P. Investments as his full-time occupation. At one point Tom also achieved a coveted red heart on Hot Copper. Listen in as he pitches a few small and nano-cap ASX businesses whilst talking about his method of behavioral investing and achievements in self-mastery.
The discussion covered some psychology research about loss aversion (Tversky & Kahneman, 1992) and fear of heights (Stefanucci & Proffitt, 2009), see references below.
Regarding his assessment of Connexion Telematics, see this valuation on Strawman. Wil's analysis of the same is found here.
TOM CAN BE FOUND HERE ON SOCIAL MEDIA:
Twitter
LinkedIn
Strawman
REFERENCES
Stefanucci, J. K., & Proffitt, D. R. (2009). The roles of altitude and fear in the perception of height. Journal of experimental psychology. Human perception and performance, 35(2), 424–438. https://doi.org/10.1037/a0013894
Tversky, A., & Kahneman, D. (1992). Advances in prospect theory: Cumulative representation of uncertainty. Journal of Risk and Uncertainty, 5, 297-323. https://doi.org/10.1007/BF00122574
THE BEHAVIORAL INVESTOR CAN BE FOUND HERE ON SOCIAL MEDIA:
Twitter
Strawman
---
Send in a voice message: https://anchor.fm/the-behavioral-investor/message
Tom Perfrement is a successful young Australian small-cap investor who also currently happens to be the nation's 432nd best tennis player (Tennis Australia Rankings). Along with studying for an MBA at Oxford University and helping lead a not for profit (Good Data Institute), he also runs T.E.P. Investments as his full-time occupation. At one point Tom also achieved a coveted red heart on Hot Copper. Listen in as he pitches a few small and nano-cap ASX businesses whilst talking about his method of behavioral investing and achievements in self-mastery.
The discussion covered some psychology research about loss aversion (Tversky & Kahneman, 1992) and fear of heights (Stefanucci & Proffitt, 2009), see references below.
Regarding his assessment of Connexion Telematics, see this valuation on Strawman. Wil's analysis of the same is found here.
TOM CAN BE FOUND HERE ON SOCIAL MEDIA:
Strawman
REFERENCES
Stefanucci, J. K., & Proffitt, D. R. (2009). The roles of altitude and fear in the perception of height. Journal of experimental psychology. Human perception and performance, 35(2), 424–438. https://doi.org/10.1037/a0013894
Tversky, A., & Kahneman, D. (1992). Advances in prospect theory: Cumulative representation of uncertainty. Journal of Risk and Uncertainty, 5, 297-323. https://doi.org/10.1007/BF00122574
THE BEHAVIORAL INVESTOR CAN BE FOUND HERE ON SOCIAL MEDIA:
Strawman
---
Send in a voice message: https://anchor.fm/the-behavioral-investor/message
Released:
Nov 25, 2020
Format:
Podcast episode
Titles in the series (27)
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