I presented at the Indian Investing Conclave 2018 on June 9-10.
The title of the presentation was: What Does An Intelligent Fanatic Look Like?
Ever since Sean and I wrote our first book a couple years ago I’ve been wanting to focus and write down my thoughts on how to apply intelligent fanatic principles to investing, specifically microcap investing. This presentation is my attempt from a 30,000 foot view, without getting too granular, in doing this. The goal is to help show you what an intelligent fanatic looks like so that you can find them in the markets where you invest. We hope you enjoy it.