AccentWealth: Invest like a Family Office with James Pan

James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things.

Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel

Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast

TIMESTAMPS 

02:05 Absorbing information 

03:45 Path to a Family Office 

09:15 Defining Value Investing 

13:30 Looking for investment ideas 

15:30 First thing to see in a stock 

19:30 Valuing companies 

25:10 Concentrated vs Diversified portfolio 

31:10 Meta 

34:30 Latest investment – U-Haul 

43:35 Management assessment 

44:50 NOL as part of the valuation 

46:20 Rolls-Royce 

49:05 Writing Call Options 

55:35 Investing with Dyslexia 

59:15 Definition of Happiness