Value Investing Template | Dave Sather | Talks at Amazon
Dave Sather is the CEO and founder of Sather Financial Group. Founded in 1999 as a fee only RIA, his Victoria Texas based firm manages a lot more than 1 billion dollars and separately managed accounts.Dave has also developed and leads the Bulldog Investment Company Internship at Texas Lutheran University.
In this lecture, he discusses 1. Types of risks 2. Types of business to own 3. Bulldog Investment company at Texas Lutheran University 4. What to look for in long term compounders? Examples related to them. 5. Types of moats 6. Management efficiency, DuPont Analysis 7. Boats vs Battleships 8. Reallocation of capital
Moderated by Hardik Shah