Peter Davies of Lansdowne

  • A really great and rare podcast with the legendary investor.
  • His points on how to frame buy and sell decisions are particularly good.
  • As is his view of the UK needing capital to unlock the world-class IP historically generated there and give people ambition to build global platforms instead of solving individual problems.
  • Finally, his advice to young people about enthusiasm really rings true.
  • This was a good summary of other points by a former colleague, but the full thing is absolutely worth your time.
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