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Two history majors log onto an investing webinar…
A few weeks back I had the absolute pleasure of interviewing the one and only Harris “Kuppy” Kupperman. What made this interview particularly special was the fact that Kuppy is a fellow history major working in the investment industry, and views his understanding of history as a competitive edge in his role as Chief Investment Officer. As you can imagine, this was a fun conversation for me. Among other things, we discussed:
- Macro Inflections: Thematic tailwinds and cycle changes
- Event-Driven Inflections: Company transformations and special situations
- Case Studies: Analyzing energy and uranium stocks
- Historical Perspectives: Synthesizing the past in the investment proces
That said, I felt there was no better content for this weekend than sharing my interview with Kuppy in full. Click the link below, and have the full recording emailed to you instantly!
Missed last week’s article? Catch up here!