This podcast episode features Soo Chuen Tan, founder and president of Discerene Group, who shares his insightful perspective on value investing amidst a challenging financial landscape. He delves into the principles that underpin his investment philosophy, explaining the necessity of long-term strategies, the importance of understanding fundamentals, and the need for intellectual honesty. By contrasting conventional practices with a commitment to patience and critical thinking, Tan argues for a return to true value investing that emphasizes the intrinsic worth of companies over market perceptions. Ultimately, he conveys a message of empowerment for investors to cultivate their skills and develop a deeper understanding of the markets.
