?? Ready to uncover the secrets of Warren Buffett’s early success? At Buffett’s Early Investments, explore the strategies and stories that built his fortune. Disney, American Express, and more—plus never-before-seen materials! ??? Featuring Brett Gardner & Soo Chuen Tan of Discerene Group LP ?? Mark your calendars: November 21, 2024 | 5:30-8:00 PM ?? Tap the link to register! - https://bit.ly/3YtE5og #CFANY #InvestingWisdom #FinanceInsights #BuffettsJourney
Discerene Group LP
投资管理
Stamford，Connecticut 2,348 位关注者
Discerene invests globally, pursuing a fundamental, contrarian, long-term value investing philosophy.
关于我们
Discerene is a Connecticut-based private investment partnership which invests globally on behalf of several philosophically aligned institutions, pursuing a fundamental, contrarian, long-term value investing philosophy. Discerene invests in business protected by either structural barriers to entry or hard assets, when they are out of favor, at prices offering significant margins of safety. The Firm employs private-equity-like structures to make truly long-term investments in public companies; there are companies in Discerene’s portfolios that it has invested in for over a decade. In order to deliver on its investment mandate, the Firm believes that it is important to develop a tight-knit base of partners who share its philosophy, values, and investment horizons. The Firm does not consider its partners to be interchangeable, or capital to be fungible; the who behind that capital and the relationships the Firm builds with them are core to its DNA.
- 网站
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https://www.discerene.com
Discerene Group LP的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Stamford，Connecticut
- 类型
- 私人持股
- 创立
- 2010
地点
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主要
获取路线
2777 Summer Street
Suite 301
US，Connecticut，Stamford，06905
Discerene Group LP员工
动态
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In this interview with Roshan Kedia, we get a peek into the values, experiences, and influences that make him who he is today! https://lnkd.in/ekdu_BkV
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Brett Gardner just wrote a book on some of the investments Warren Buffett made early in Buffett's career, before he took control of Berkshire Hathaway. Brett did a tremendous amount of research for the book and shares some of his insights, learnings, and experiences writing the book in this interview: https://lnkd.in/e-tupDsT
Brett Gardner's Interview
discerene.com
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“Differences simply act as a yarn of curiosity unraveling until we get to the other side.” — Ciore Taylor https://lnkd.in/ep8QQH3v
On “Thick” and “Thin” Cultures
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"We are all affected by the time we are born into, and of course that feeds into your work. Society is based on storytelling." - Doug Aitken https://lnkd.in/ebVkfBFR
The Medium is the Message, and Hedgehogs vs. Foxes
discerene.com
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Thank you Clay Finck for being such a gracious, generous, and thoughtful host! https://lnkd.in/edenHCUa
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"The chains of habit are too light to be felt until they are too heavy to be broken." - Warren Buffett https://lnkd.in/edPFxBA4
On Mental Model Mistakes in the Middle of the Modern Money Management Industry
discerene.com
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In praise of the "quiet ordinary." https://lnkd.in/ePTFgEz8
On What Makes a Good Discerene Management Team
discerene.com
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In our second article, we share our thoughts on the enduring importance of classical long-term value-investing principles and skills, regardless of how counter-cultural they may seem in the modern zeitgeist. https://lnkd.in/ekPGBSAZ
On the (Long) Education of a Value Investor
discerene.com
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Given Discerene's emphatically long-term DNA, we think it's appropriate that our inaugural article discusses the issue of investment horizons in modern capitalism! https://lnkd.in/ehy66WZi
On the Special Relativity of Investment Horizons
discerene.com