Compounders Podcast | James Emanuel

Ben Claremon, of Devonshire Partners, hosts the Compounders podcast. He recently published an episode featuring an interview with me which he kindly allowed me to reproduce here.We discussed risk management, geographic diversification, the nuances of investing in Japan and China, dividend policies, stock based compensation, factors distorting the markets, relative valuations of US and European companies and we explored the attributes of Dutch company Adyen that make it an interesting investment opportunity.We also discussed the book, Fabric of Success:Enjoy the interview and feel free to share it with others.If you are not already a member of the Rock and Turner investment community, please sign up:Disclaimer & Disclosure: Participants may have positions in the businesses mentioned in this interview. This post is for informational purposes only and should not be construed as investment advice. Conduct your own due diligence and seek professional investment advice before making any investment decisions. Get full access to Rock & Turner Investment Analysis at rockandturner.substack.com/subscribe