EPISODE · Jun 22, 2026 · 1H 9M
The Coffee Can Investor
from CFO Bookshelf · host CFO Bookshelf
What happens when a great storyteller learns that one of his closest friends is building an investment portfolio for his three daughters that he hopes will grow to a half billion dollars over the next thirty years?What happens is that we get a book pairing similar to The Education of a Value Investor (Spier) meets a mentor, The Dhandho Investor (Pabrai).In this case, the storyteller is Neeraj Khemlani, who tells Matt Ankrum's investing story in The Coffee Can Investor. During this conversation with Neeraj and Matt, we learn the story behind the coffee can and how to go about investing passively while being active at the same time. While this book reveals Matt's insights for 100-baggers and the frameworks he uses for identifying such stocks, it's not a book on theory. Instead, Neeraj reveals the thirteen stocks Matt has invested in and why.
What this episode covers
What happens when a great storyteller learns that one of his closest friends is building an investment portfolio for his three daughters that he hopes will grow to a half billion dollars over the next thirty years? What happens is that we get a book pairing similar to The Education of a Value Investor (Spier) meets a mentor, The Dhandho Investor (Pabrai). In this case, the storyteller is Neeraj Khemlani, who tells Matt Ankrum's investing story in The Coffee Can Investor. During this conversat...
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The Coffee Can Investor
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