The Circle of Competence Podcast

#40 - How to play the public markets with Bauncey Chillups (@PrefShares)

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This week, Victor and Benton spoke with Twitter personality Bauncey Chillups. Mr. Chillups currently works for a large family office and focuses purely on the public markets.

In our conversation, we covered:

  • The point guard analogy for public markets investing
  • His investment playbook for the public markets
  • How he underwrites the long-term earnings potential of a business
  • How he sources ideas and performs due diligence
    • ...more
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