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Josh Tarasoff

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  • On Starting a Fund

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  • On Counteracting Personal Biases

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  • On Researching Compounders

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  • On Talking About Positions and Commitment Bias

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  • On Knowing Company Culture

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  • On Systematically Undervalued Compounders

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  • On Avoiding Valuation Rules of Thumb with Great Companies

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  • On Betting on Change

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  • On Rules for Clients/Partners

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  • On Finding Yourself as an Investor

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  • On Upgrading the Quality of the Portfolio

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  • On Being Comfortable with 50% Drawdowns

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  • On Above-Inflation Pricing Power

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  • On Worst Investment Mistake

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  • On Thinking About Compounders

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  • On Quality Companies

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  • On Positive Feedback Loops and Compounders

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  • On Investment Philosophy: Self-Driving Portfolio

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  • On Amazon

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