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Moats, Monopolies, and Meaning: Tom Perfrement on Building Resilient Investment Portfolios (MDE637)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:03:23
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Sinopsis
In this episode, I sit down with Tom Perfrement, investor, tennis enthusiast, and co-founder of 5AM Capital. The conversation dives into Tom’s personal journey—growing up in Canberra, his passion for tennis, and his deep commitment to long-term investing. Together, they explore the contrasting worlds of short-term and long-term strategies in finance, highlighting the philosophical differences and pressures that shape decisions in investment banking and asset management. Tom shares insights into 5AM Capital’s unique philosophy, inspired by early-morning discipline and the company’s roots in Bondi, Sydney. They reflect on recent events impacting the Bondi community, the importance of purpose in business, and the values behind building a boutique investment firm. Throughout the episode, Tom draws parallels between tennis and investing, explaining how having diverse skills and sticking to a personal style can lead to success both on the court and in the market. Listeners will gain thought-provoking perspectives