#62 Moritz Sitte on The Clock of the Long Now

This Investing by the Books podcast interviews Moritz Sitte, an investor at Antheia AB, about his takeaways from Stuart Brand's "The Clock of the Long Now." The discussion centers on the book's promotion of long-term thinking and its relevance to investing, covering topics such as building enduring investment structures, handling information overload, and identifying "long shelf life insights" in companies. Sitte highlights the importance of aligning investment strategies with multi-decade time horizons and creating positive-sum systems within businesses. Listeners gain insights into a long-term investment philosophy and practical strategies for navigating a fast-paced world.

Outlines

Part 1: Introduction and Background

Part 2: Long-Term Thinking and Practical Application

Part 3: Antheia AB's Investment Approach

Part 4: Conclusion and Recommendations

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Investing by the Books

Part 1: Introduction and Background

Introduction to Investing by the Books Podcast

Moritz Sitte's Background and Current Role

Introduction to "The Clock of the Long Now"

Part 2: Long-Term Thinking and Practical Application

Long-Term Thinking in Investing and the Long Now Foundation's Guidelines

Handling Noise and Maintaining a Long-Term Perspective

Practical Application of Long-Term Thinking in Investing

The Interconnection Between Business and Nature, and Scenario Planning

Part 3: Antheia AB's Investment Approach

Antheia AB's Investment Philosophy and Approach

Engaging with Management and Identifying Long-Term Businesses

Evaluating Success and Addressing Biases in Long-Term Investing

Part 4: Conclusion and Recommendations

The Long Now Foundation's Clock Project and Book Recommendations

#62 Moritz Sitte on The Clock of the Long Now

Investing by the Books

Part 1: Introduction and Background

00:00Introduction to Investing by the Books Podcast

Introduction to Investing by the Books Podcast

01:17Moritz Sitte's Background and Current Role

Moritz Sitte's Background and Current Role

04:41Introduction to "The Clock of the Long Now"

Introduction to "The Clock of the Long Now"

Part 2: Long-Term Thinking and Practical Application

11:17Long-Term Thinking in Investing and the Long Now Foundation's Guidelines

Long-Term Thinking in Investing and the Long Now Foundation's Guidelines

18:08Handling Noise and Maintaining a Long-Term Perspective

Handling Noise and Maintaining a Long-Term Perspective

22:12Practical Application of Long-Term Thinking in Investing

Practical Application of Long-Term Thinking in Investing

27:28The Interconnection Between Business and Nature, and Scenario Planning

The Interconnection Between Business and Nature, and Scenario Planning

Part 3: Antheia AB's Investment Approach

34:31Antheia AB's Investment Philosophy and Approach

Antheia AB's Investment Philosophy and Approach

41:57Engaging with Management and Identifying Long-Term Businesses

Engaging with Management and Identifying Long-Term Businesses

54:08Evaluating Success and Addressing Biases in Long-Term Investing

Evaluating Success and Addressing Biases in Long-Term Investing

Part 4: Conclusion and Recommendations

1:01:24The Long Now Foundation's Clock Project and Book Recommendations

The Long Now Foundation's Clock Project and Book Recommendations