Summer Summit 2021 Moderated by Luis Alberto and Iglesias Gómez

(00:00:00) - Introduction

(00:00:39) - Entrepreneur’s advantage

(00:03:36) - Finding order in chaos

(00:07:09) - Investment in Turkiye

(00:07:40) - Investment in China 

(00:10:14) - Growth vs Value  

(00:12:15) - Microsoft 

(00:16:29) - Nick Sleep

(00:18:21) - When two worlds collide 

(00:19:41) - Reysas 

(00:22:22) - Rain Industries

(00:23:38) - Market trends

(00:24:27) - Ron Insana: Trend Watching

(00:27:37) - Your deepest desire is your destiny

(00:32:47) - Holdings of Agnelli family

(00:34:56) - Auction driven markets

(00:37:52) - Discounts in equity market

(00:41:05) - Balancing personal and professional life

(00:45:38) - Friendship with Charlie Munger

(00:47:32) - The Dakshana Foundation