ValueWalk's Raul Panganiban interviews Kirk Du Plessis, Founder and CEO of Option Alpha, and discuss Option Alpha and his general approach to investing. Q1 2021 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors. Interview with Option Alpha's Kirk Du Plessis
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1:25 – Just curious to start out with a 30,000 foot view where the Acquirer’s Multiple fits into this and what you are adding?
6:32 – Do you think that American Express investment represented the shift in the evolution into Buffet’s style like the first non-Ben Graham style investment?
12:26 – What is the apples to apples outperformance of the Acquirer’s Multiple methodology compared to Greenblatt’s magic formula?
12:56 – Have you had the opportunity to speak with Greenblatt and present your findings to him?
14:19 – The Acquirer’s Multiple methodology?
16:42 – How do you spend most of your day?
22:51 – What are your views on the passive versus active debate?
22:50 – So you start out with the screen and look at each company and then defer back to the screen, how do you does the process work?
26:45 – Did you construct this system yourself?
29:37 – If you had to pick one stock and hold it for the next 30 years?
30:47 – How many factors due you screen on?
32:41 – What advice would you give a young millennial entering the money management business?
34:28 – What is the most important thing people do not know about you?
39:05 – What do you know now that you wish you knew then?
42:37—What do you do for fun?
Enjoy and thanks for the listen!