Alex Kopel, how do you focus on great returns at Rowan Street Capital?
Alex Kopel has left his Wallstreet job to found Rowan Street Capital. There he focuses on investing in high-quality businesses & great returns.
Good Investing Talks · Good Investing
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Show Notes
Try Interactive Brokers: https://www.good-investing.net/ib/ *
Alex Kopel has left his high-paying Wallstreet job to found Rowan Street Capital together with Joe Maas. There he focuses on investing in high-quality businesses and great returns.
In our conversation we discussed the following:
00:00 Learn more about Interactive Brokers https://www.good-investing.net/ib/ *
00:38 Who is Alex Kopel?
00:48 Frustration with the traditional way of managing money
03:34 The beginnings of Rowan Street
05:00 Zero management fees
07:33 Dealing with smaller returns in the beginning
08:50 Creating stability as a founder
11:43 Choosing the right partner
16:13 Finding consensus at portfolio building
20:08 Factors for choosing stocks for the portfolio
22:06 Valuation challenges
25:53 Change & investing
27:08 Dealing with change
32:08 Community Exclusive
33:18 Mistakes
36:20 Revising the process
39:13 “Mode” and “Change”
42:53 Defining high-quality businesses
45:30 Exceptional opportunities
49:25 Never going back to Wall Street
51:23 Growth since leaving Wall Street
54:38 Thank you
55:38 Goodbye
55:44 Disclaimer
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My broker *: https://www.good-investing.net/ib/
Disclaimer: https://www.good-investing.net/imprint/disclaimer/
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