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#22 Avner Mandelman: The Sleuth Investor

#22 Avner Mandelman: The Sleuth Investor

FromInvesting by the Books


#22 Avner Mandelman: The Sleuth Investor

FromInvesting by the Books

ratings:
Length:
98 minutes
Released:
May 16, 2022
Format:
Podcast episode

Description

Avner Mandelman is a former rocket scientist and hedge fund manager ​that has written several books and served in the Israeli Air Force. In a rare interview, we discuss his unconventional and intriguing strategy of stock sleuthing - collecting physical evidence to become a superior investor.A special thanks to our listener @InwestMannen who inspired us to connect with Avner. We welcome all suggestions of interesting authors, books, investors, and voracious readers @IB_Redeye. The episode was recorded on March 7, 2022. For more info about the podcast, go to the episode page.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(04:42) Get to know Avner Mandelman(08:18) Sleuthing vs. Scuttlebutt(12:03) Sleuthing anecdotes(18:03) Applying sleuth investing(22:40) Traits of successful sleuths(28:25) Sleuthing digital companies(34:50) Stock ideas, analysis, and the Turing test(41:49) The right leader for the right business(52:38) Sleuthing tools: beer, phone, and a star map(1:06:47) Sleuthing challenges, behavior, and market outlook(1:16:07) Improving your judgment(1:28:53) Book inspiration(1:32:39) The Advanced Sleuth Investor—————————————Books MentionedThe Sleuth Investor - Avner MandelmanThe Snowball - Alice SchroederTaming the Lion: 100 Secret Strategies for Investing - Richard FarleighEssentials of Myers-Briggs Type Indicator Assessment - Naomi L. QuenkPlutarch’s Parallel Lives - PlutarchThe Pursuit of Victory: The Life and Achievement of Horatio Nelson - Roger KnightWho: The A Method for Hiring - Geoff Smart and Randy Street (about how to hire the best CEO for a company - recommended by Avner off-record)—————————————More on Avner MandelmanAmazon: https://www.amazon.com/Avner-Mandelman/e/B001IQZKWS%3FTwitter: https://twitter.com/avnermandelmanYoutube: https://www.youtube.com/channel/UCYqoVE89bEiKmybAlnLEq4wWikipedia:https://en.wikipedia.org/wiki/Avner_Mandelman—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-booksTwitter: https://twitter.com/IB_Redeye—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Released:
May 16, 2022
Format:
Podcast episode

Titles in the series (58)

Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Twitter: @IB_Redeye