On today’s episode, Clay and Stig discuss the performance of Stig’s portfolio over the past 10 years and what he has learned from managing his portfolio over that time.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:02 - How Stig’s portfolio has performed over the past 10 years.
06:29 - Why Stig invested with Mohnish Pabrai.
28:32 - How private investments fit into Stig’s portfolio.
33:53 - Stig’s biggest investment mistakes.
40:17 - Why investing in Alibaba was a mistake.
46:21 - Stig’s biggest winners.
58:32 - How his approach has changed over the years.
1:08:46 - Whether TIP will ever launch a fund.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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