#40 - How to play the public markets with Bauncey Chillups (@PrefShares)

The Circle of Competence Podcast

This week, Victor and Benton spoke with Twitter personality Bauncey Chillups. Mr. Chillups currently works for a large family office and focuses purely on the public markets.

In our conversation, we covered:

• The point guard analogy for public markets investing
  
• His investment playbook for the public markets
  
• How he underwrites the long-term earnings potential of a business
  
• How he sources ideas and performs due diligence
  

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