Keith Ashworth-Lord, The UK Buffettology Fund: interview part two

This video can be seen at: https://www.piworld.co.uk/2019/07/05/keith-ashworth-lord-the-uk-buffettology-fund-interview-part-two/   Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more. Valuation of good companies – 00:20  AB Dynamics – 02:08  Sell discipline – 04:45  Lessons learned from past mistakes – 06:04  Lessons learned from Woodford? – 10:08  Do you have to go to the small/mid cap market for good growth? – 14:13  How has regulation changed fund management? – 17:45  Liquidity – 18:55  Buffettology licence continuity? – 19:40  What part does luck play in investing? – 22:20  Lack of mentors – 23:11  The macro picture – 25:05  How do you feel about valuations now? – 27:57