Name: Nigel Wray and Dominic Frisby: Value Investing
Uploaded: 2022-04-21T17:26:58.837811+00:00
Duration: 2077 s
Channel: UK Investor Show
Description: UK Investor Summit - Main Stage - Saturday 2nd October 2021

UK Investor Show

UK Investor Summit - Main Stage - Saturday 2nd October 2021

<p>UK Investor Summit - Main Stage - Saturday 2nd October 2021</p>

Dominic Frisby / Nigel Wray introduction

Walking away from investment opportunities and an investment mistake - Nigel Wray

Picking the right character - Nigel Wray

Nicholas Taleb's Skin in the Game - Nigel Wray

My lucky entry to Domino's Pizza - Nigel Wray

Taking advantage of luck - Nigel Wray

Successful business being about one person, not a committee - Nigel Wray

Recent Investing Opportunities - Nigel Wray

Exit Signals - Nigel Wray

Getting Out - Nigel Wray

High interest swindles - Nigel Wray

Wrong Priorities - Nigel Wray

Investing in youth and talking about failure - Nigel Wray

Africa - Nigel Wray

On Technology versus Old World Stocks - Nigel Wray

Can UK replicate US culture? - Nigel Wray

Domino's Pizza

Saracens tickets

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/667/003667/video_A5J8FSO.mp4

I'm going to sit and talk with Nigel for 30 minutes or so until we are flagged off. We're going to pick the brains of the investing genius that is Nigel Wray

Nigel Wray describes what makes him walk away from investment opportunities. Skin in the game is one big reason, but it is all built on trust

Nassim Taleb describes a situation where you have to choose between two brain surgeons. One who looks like something the cat brought in and one who has worked harder to look good. Do you look for people who look like something the cat brought in or somoone who looks sharper

Nigel Wray explains why he finds Nicholas Taleb's Skin in the Game interesting - there is no such thing as an expert and groupthink by a vociferous minority

Nigel Wray explains how luck plays a huge part in success, including how he got involved with Domino's Pizza

Nigel Wray explains how he took advantage of his luck with Domino's Pizza

Nigel Wray explains that he thinks small companies are successful because of one person, not a committee.

Nigel Wray explains that an exit signal is that if someone let's you down, they will probably do so again. We all give people second chances, but it doesn't really work

Nigel Wray on liquidity being one of the big problems of investing because not enough liquidity, especially in the small cap and private space.

Nigel Wray on his amazement that people risk so much to return only 8-10% a year

Nigel Wray explains why the vitality of youth is important in driving a business and the ned that leaders need to be prepared to take risks and fail sometimes to make a great business.

Africa is going to be massively richer in the next 10 years than Europe, but it's a great example that bad leadership can be damaging to a country's long term prospects.

The U.S. is lapped by China in terms of technology, and that's a big worry for Europe. Also, the NASDAQ has gone up 230x since the 1990s. However many of Nigel's successes have come from "old world" stocks

Nigel Wray on whether we can change the culture of the UK to be more like the U.S through regulations that are fair to all parties involved in the business?