TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge
On today’s episode, Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. They delve into Jon’s high-conviction strategy, his in-depth on-the-ground research process, and how he uncovers overlooked opportunities by combining valuation, quality, and growth.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:02 - Lessons Jon learned working for legend Bob Robotti
07:19 - Why Jon favours high-quality, growing businesses
17:26 - How Jon counters bias when meeting charismatic CEOs
25:50 - Why local investor networks unlock global insights
36:23 - Why Jon prioritizes owners’ earnings over net income
37:41 - The three essential traits Jon demands in investment and what makes an investment a “no-brainer” for Jon
39:47 - Why holding winners is harder than it seems
53:57 - Why Jon leans toward “boring” low-tech businesses
1:00:30 - What traits Jon values most in company leadership
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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