TIP677: You Can Be a Stock Market Genius w/ Roger Fan
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You're listening to TIP. On today's episode, I'm joined by my friend Roger Fan to discuss Joel Greenblatt's book. You can be a stock market genius. Joel Greenblatt is one of the greatest hedge fund managers of all time, as he famously averaged 40% a year over 2 years. At that rate,$1 million grows into$836 million.
Greenblot is also the author of best-selling classics like The Little Book That Meets the Market. and was a key character in William Green's book. Richer, wiser, happier. Now my guest today is Roger Fan, who's the chief investment officer at RF Capital Management, and he likes to invest in these types of businesses that are discussed in Greenblatt's book, You Can Be a Stock Market Genius. Which is special situations.
Rogers returns at RF Capital since inception in 2017 are 14% versus 12% for the SP 500. And over the past five years, he's had returns of 19.3% per year. generating six percentage points in alpha over that time period. During this conversation, Roger and I give an overview of Joel Greenblatt's background as an investor, author, teacher, and philanthropist. Why Greenblatt focused much of his attention on special situations to beat the market?
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