In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore Mayar's valuation process.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore the 'Kill the Idea Quickly' phase of Mayar's process and discuss why it is so important in the overall process.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore why Mayar's analysts uses probabilistic valuations when examining companies.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to discuss the origins of Mayar's business owner approach.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore the process Mayar's analysts follow each quarter when examining companies within the fund.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore why moats matter in building a portfolio.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore Mayar's accounting and governance checklists and their critical role in the Mayar Process.