Episode Details
| Title | Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, CLASSICS] |
|---|---|
| Date | 6/27/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $EM - Entrepreneurs in non-obvious markets, particularly in secondary cities of emerging economies, are addressing global problems and represent undervalued opportunities due to inefficient capital markets at early stages.
- “I would say it's probably entrepreneurs in markets that are non obvious. And I don't mean because their end market is non obvious. It's people addressing global problems, but in some secondary city in Romania, because capital markets at that stage was not efficient enough to find them.” - Charlie (55:13)
- 🟢 $EUROPE - 🔒
- 🟢 $REMOTEWORK - 🔒
- 🟢 $CRYPTO - 🔒
- 🟢 $CLOUD - 🔒