Affiliate Sponsors:
I use Stratoshphere to help with my research, to follow my holdings, screen for ideas and get insights to company specific KPI’s that drive the business results. I also use it for charting in my content to visualize data. Get 25% off a great stock research platform, stratosphere.io
I also use the Quartr app for great transcripts, earnings calls, charts, search and more great tools for fundamental research and news. Get 20% a core subscription with this link or use code MOS20.
Guest Intro:
I had the pleasure of speaking with
Waine of . Tristan invests in the financial and professional services industry primarily and runs a unit trust. You can find all of his work here: Hurdle Rate. I’ve enjoyed much of his writing, ideas and concepts he has been writing about over the past few years, and I think you would too.We briefly touch on a few things related to the areas Tristan is invested in and how he has evolved as an investor over the past few years.
I hope you enjoy the conversation.
Simon
Tristan Waine - Margin of Safety Investing Podcast Ep. 06