Compounding Curiosity 7 | Aaron Pek, Value Investing in Malaysia and the ASEAN Growth Story
My guest today is Aaron Pek. Aaron is the author of Value Investing Substack, was previously equity fund manager overseeing both a Malaysian and an Asia Ex-Japan portfolio with AUM of about USD 100 mil, and is currently setting up his own equity research outfit.
In this conversation, we cover value investing, Malaysia and the ASEAN growth story, and adding value when networking. I hope you enjoy my conversation with Aaron Pek.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep7
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Show Notes:
[00:00:32] - [First question] - Introduction and Why Aaron started invested
[00:02:05] - His interpretation of value investing principles
[00:08:05] - Value investing principles Aaron disagrees with
[00:10:22] - Views on risk and how to minimise
[00:13:12] - Dealing with emotions in investing
[00:15:30] - Malaysia’s growth story
[00:24:36] - How can Malaysia not achieve their growth story?
[00:27:44] - What should foreigners know before investing in Malaysia?
[00:32:54] - Underrated skill or experience?
[00:38:22] - Plans for the future?
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Connect with Aaron:
Subscribe to Value Investing Substack: https://valueinvesting.substack.com/
Connect with Aaron on LinkedIn: https://www.linkedin.com/in/aaronpek/
Connect with Aaron on Twitter: https://twitter.com/investorinvest3
Aaron’s Interview with Asian Century Stocks: https://www.asiancenturystocks.com/p/10-questions-with-aaron-pek
Aaron's Interview with the FIRL Podcast: https://youtu.be/e6f8qX9bRAY
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