Wayne Jones is the Fund Manager and Co-Founder of Ganes Capital Management based in Brisbane. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community.
Wayne Jones has managed the Ganes Focused Value Fund since 2002, which invests in high-quality ASX listed businesses for the long term. His experience as a business owner and CPA skills used in acquiring businesses has helped him identify quality long term compounders.
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In this episode, Raymond Jang & Wayne Jones chat about:
@0:90 – Wayne’s personal and professional investing journey.
@14:30 – How business experience played an important role in Wayne’s investing.
@20:30 – Investing resources that shaped Wayne’s investing philosophy.
@28:00 – Contrasting Warren Buffett and Charlie Munger on life and investing.
@31:00 – Lessons from falling into a hot investment sector.
@33:00 – The Ganes Capital Management investment process.
@45:00 – Valuation: why the quality of a business and management team is more important than getting the price right.
@47:00 – Case studies: Domino’s Pizza Enterprises Ltd. (ASX: DMP) and CEO Don Meij
@59:00 – Why Buffett, Munger and a writer were the most influential people in Wayne’s investing journey.
This is an excellent episode for investors looking to improve both their psychological mindset and technical skills.
Date recorded: November 12th, 2021
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