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S2E4 ? Behavioral Investing from Peru and a Quick Tour of the Lima Stock Exchange

S2E4 ? Behavioral Investing from Peru and a Quick Tour of the Lima Stock Exchange

FromThe Behavioral Investor


S2E4 ? Behavioral Investing from Peru and a Quick Tour of the Lima Stock Exchange

FromThe Behavioral Investor

ratings:
Length:
48 minutes
Released:
Feb 17, 2021
Format:
Podcast episode

Description

A note to our listeners: Wil interrupted Sebastian too much in this episode. He will improve in this regard in future interviews, sorry about this - we're both total newbies to podcasting! This is in strong contrast to today's guest who has been a TV anchor!

Sebastian Salazar Nunez:

https://t.co/YNRm7o9zMB?amp=1,
https://twitter.com/Naanull

...is an economist and investment analyst at Coril Group in Peru (https://www.grupocoril.com/about.html). He has also been a news anchor for Canal Channel N:

https://www.youtube.com/watch?v=L7JCyKMuHOw&feature=youtu.be.

Join us as he takes us on a tour of investing in Peru, with commentary on everything from software patent company Network 1 Technologies:

https://simplywall.st/stocks/us/tech/nysemkt-ntip/network-1-technologies#:~:text=Price%20to%20Book%20Ratio&text=PB%20vs%20Industry%3A%20NTIP%20is,industry%20average%20(2.5x).

...to news companies like Empresa Editora El Comercio SA:

https://www.marketwatch.com/investing/stock/elcomei1?countrycode=pe 

...to food companies like Alicorp:

https://www.alicorp.com.pe/pe/es/

...and also a large bank, Credicorp:

https://credicorp.gcs-web.com/investor-overview

All of these are traded on the Lima Stock Exchange (https://www.bvl.com.pe/). Sebastian also covers behavioral investing advice, The Investment Checklist (https://amzn.to/3puzMpc), and the challenges managing client behavior from the perspective of a broker. 

The episode also contains some commentary on the Advanced Value Investing Workshop (http://www.advancedvalueinvestingworkshop.com) run by Professor Kenneth Jeffrey Marshall, which we discovered we are both currently participating in!

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Send in a voice message: https://anchor.fm/the-behavioral-investor/message
Released:
Feb 17, 2021
Format:
Podcast episode

Titles in the series (27)

We solve the mathematical problem of causing an enormous increase in one's bank account balance through human effort. The podcast therefore has two themes, mathematics and human behaviour. Together, behavioural investing. We take a first principles approach by summarising scientific studies and interviewing psychology and mathematics researchers. This will show us the first principles. We will then reason from these first principles to the best strategy to cause optimal human investing behaviour.