Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterSid Choraria is a Private investor & Portfolio manager, in Asia equities. Having served in senior investment roles at multi-billion-dollar funds, Sid’s CV boasts a stint at Goldman Sachs, working in their technology investment banking unit.Having regularly featured on CNBC and the Goldman Alumni Network, amongst others, Sid presents an eloquent description of his valuation framework, explaining how he systematically analyses a company’s price and its resilience to what he calls ‘the risk of impermanence’.Having worked in Asia for 15 years, and growing up in the region too, Sid intimately understands the nuances of Asia’s corporate culture. Sid offers his outlook for regional equities, unpicking the effect of regulatory crackdowns on China’s technology heavyweights, including Alibaba. However, it was his analysis of a 100-year-old Japanese company that caught Warren Buffett’s attention, and this is where we start the interview. Enjoy!Check out Sid's blog content, on his LinkedIn page: https://www.linkedin.com/in/sidchoraria/Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.