AccentWealth: Invest like a Family Office with James Pan

James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things. Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast TIMESTAMPS  02:05 Absorbing information  03:45 Path to a Family Office  09:15 Defining Value Investing  13:30 Looking for investment ideas  15:30 First thing to see in a stock  19:30 Valuing companies  25:10 Concentrated vs Diversified portfolio  31:10 Meta  34:30 Latest investment – U-Haul  43:35 Management assessment  44:50 NOL as part of the valuation  46:20 Rolls-Royce  49:05 Writing Call Options  55:35 Investing with Dyslexia  59:15 Definition of Happiness