TIP770: Mastering the Markets w/ Andrew Brenton
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You're listening to TIP. On today's episode, I'm joined by Andrew Brenton to discuss the inefficiencies he's seeing in today's market. Andrew's the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus just 8.7% for the S<unk>P 500.
$10,000 invested in their fund at inception would have grown to over $1 million today. And had that money been invested in the market, it would have been worth around $95,000. During this conversation, we'll cover Cliff Astonis's recent paper on the efficiency of markets, Whether today's market resembles the 1999 tech bubble, and Andrew also gives an overview of his investment thesis on floor and decor in Kensale Capital. So with that, I hope you enjoyed today's discussion with Andrew Brenton.
Since 2014, and through more than 180 million downloads, we've studied the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Clay Fink. Hey everybody, welcome back to the Investors Podcast. I'm your host, Clay Fink, and today I'm pleased to be joined again by Andrew Brenton from Turtle Creek Asset Management.
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