Episode Details
Back to Episodes#22 Avner Mandelman: The Sleuth Investor
Description
Avner Mandelman is a former rocket scientist and hedge fund manager that has written several books and served in the Israeli Air Force. In a rare interview, we discuss his unconventional and intriguing strategy of stock sleuthing - collecting physical evidence to become a superior investor.
A special thanks to our listener @InwestMannen who inspired us to connect with Avner. We welcome all suggestions of interesting authors, books, investors, and voracious readers @IB_Redeye.
The episode was recorded on March 7, 2022. For more info about the podcast, go to the episode page.
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Episode Chapters
(00:00) Intro by Eddie & Niklas
(04:42) Get to know Avner Mandelman
(08:18) Sleuthing vs. Scuttlebutt
(12:03) Sleuthing anecdotes
(18:03) Applying sleuth investing
(22:40) Traits of successful sleuths
(28:25) Sleuthing digital companies
(34:50) Stock ideas, analysis, and the Turing test
(41:49) The right leader for the right business
(52:38) Sleuthing tools: beer, phone, and a star map
(1:06:47) Sleuthing challenges, behavior, and market outlook
(1:16:07) Improving your judgment
(1:28:53) Book inspiration
(1:32:39) The Advanced Sleuth Investor
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Books Mentioned
- The Sleuth Investor - Avner Mandelman
- The Snowball - Alice Schroeder
- Taming the Lion: 100 Secret Strategies for Investing - Richard Farleigh
- Essentials of Myers-Briggs Type Indicator Assessment - Naomi L. Quenk
- Plutarch’s Parallel Lives - Plutarch
- The Pursuit of Victory: The Life and Achievement of Horatio Nelson - Roger Knight
- Who: The A Method for Hiring - Geoff Smart and Randy Street (about how to hire the best CEO for a company - recommended by Avner off-record)
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More on Avner Mandelman
Amazon: https://www.amazon.com/Avner-Mandelman/e/B001IQZKWS%3F
Twitter: https://twitter.com/avnermandelman
Youtube: https://www.youtube.com/channel/UCYqoVE89bEiKmybAlnLEq4w
Wikipedia:https://en.wikipedia.org/wiki/Avner_Mandelman
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About the podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
Twitter: https://twitter.com/IB_Redeye
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What is Investing by the Books?
Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
Visit the website: h