Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In this interview, he shared deep insights from his 20+ year investing career. We also talked about the overlap between investing and art.
We have discussed the following:
00:00 Check out In Practise: https://inpractise.com/?utm_source=tilmanvideo2
00:35 Who is Christopher Tsai?
00:47 Investing in “party markets”
02:49 The return of the “party markets”
03:31 Investing in 2020/2021
04:38 After 20+ years as an investor: What has kept Christopher hooked?
05:27 What was it like starting a fund with 25
07:01 Early lessons learned
10:28 Areas of improvement
14:00 Innovative technology and the investing game
17:33 Businesses that link hardware and software
18:54 Building your own reputation instead of being your father’s son
24:50 Lessons from Christopher’s grandmother
26:14 Building your investment business on the shoulders of giants
30:20 Expanding your circle of competence
31:52 Non-investing concepts and Christopher’s investing approach
38:18 Managing biases
41:17 Habits he has let gon in his earlier years
42:41 How does art help being a good investor
44:10 Letting art change you
46:10 “Creating” art yourself
47:48 Similarities between art collection and building a portfolio
49:40 Filters for quality
54:04 Builders in art & investing
56:06 The importance of looking for the right people
57:00 Would you rather give away a great piece of art or the stock of a great company? (Community Exclusive)
57:54 The deeper and darker sides of art
01:00:35 Are there always win-win frameworks?
01:01:00 Paying for the future as an investor
01:03:30 Building certainty in investing for the future
01:08:10 Optionality
01:09:14 Closing thoughts and Marc Twain
01:15:01 Disclaimer
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