Magnus Angenfelt is a seasoned hedge fund manager and author of 'The World's 99 Greatest Investors'. Among many things, we discuss what we can learn from the best, the ideal conditions for an active investor, and how Magnus operates as a portfolio manager.

We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 17, 2022.

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Episode Chapters

(00:00) Intro by Eddie & Niklas

(03:05) Background of Magnus Angenfelt

(05:13) Creating the ultimate investment book

(09:43) Selecting the 99 greatest investors

(13:39) Three extraordinarily influential investors

(15:47) Common denominators among the GOATs

(21:37) Top 5 greatest investors of all time

(23:28) Improving conditions for active investors

(27:21) Magnus’ investment philosophy

(30:57) Hedge fund experiences from 2000-2022

(34:57) The emotional aspect of investing

(37:22) What defines a good sell-side analyst?

(39:51) Book inspiration and final remarks

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Books Mentioned

The World's 99 Greatest Investors - Magnus Angenfelt
Thinking Fast and Slow - Daniel Kahneman
One Up on Wall Street - Peter Lynch
John Neff on Investing - John Neff

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More on Magnus Angenfelt

About Chelonia Market Neutral: http://www.archipelago-investments.com/chelonia-market-neutral/

The fund on Nordnet (Nordic broker): https://www.nordnet.se/marknaden/fondlistor/16973107-chelonia-market-neutral

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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

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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: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se