The Knowledge Project

Adam Karr: The Investing Blueprint


Listen Later

Investor Adam Karr reveals his hidden playbook for spotting exceptional CEOs and building extraordinary businesses. Learn his counterintuitive techniques—from the surprising link between writing skills and executive performance to the 10-minute test that unveils a leader's true potential. Packed with battle-tested wisdom, Karr shares the deceptively simple principles that separate great business leaders from the merely good.


Adam Karr is the President and Portfolio Manager at Orbis Investments.


(00:00) Intro

(02:44) Investing Strategies and Market Games

(04:08) Adapting and Evolving Investment Styles

(05:20) The Importance of Obsession and Environment

(06:29) Aligning with Long-Term Investment Goals

(07:11) Identifying and Evaluating Obsessed CEOs

(08:13) The Role of Culture in Investment Decisions

(08:54) Building Long-Term Positions and Overcoming Short-Term Pressures

(12:21) The Blueprint for Success

(15:24) Learning from Role Models and Mentors

(21:25) The Power of Writing and Decision Analytics

(29:11) The Magic in the Last 5% of Investment Research

(35:25) Understanding Roll-Ups: Success Factors and Challenges

(36:01) Applying Knowledge for an Unfair Advantage

(37:42) Learning from Feedback and Case Studies

(40:47) The Importance of Independent Thinking

(43:06) Lessons from Industry Leaders

(49:32) The Will to Practice and Time Management

(56:44) Positioning for Success and Resilience

(01:08:59) Defining Success and Helping Others


Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it’s completely free. Learn more and sign up at https://fs.blog/newsletter/

--

Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠https://fs.blog/membership/⁠⁠ and get your own private feed.

--

Follow me: ⁠⁠⁠⁠⁠⁠⁠⁠https://beacons.ai/shaneparrish⁠⁠⁠⁠⁠⁠⁠⁠

--

Watch on YouTube: https://www.youtube.com/@tkppodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

The Knowledge ProjectBy Shane Parrish

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

2,545 ratings


More shows like The Knowledge Project

View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

533 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,100 Listeners

Founders by David Senra

Founders

2,135 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,988 Listeners

Naval by Naval

Naval

2,135 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

214 Listeners

My First Million by Hubspot Media

My First Million

2,636 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,899 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

447 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,235 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

353 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

984 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

514 Listeners

David Senra by Scicomm Media

David Senra

123 Listeners