This episode is brought to you by:
Tegus. Tegus, the go-to destination for bold investing. The investment research platform trusted by 95% of the top 20 global private equity firms just got even better. Building on their solid reputation for expert insights, Tegus has expanded to become the first true all-in-one research platform. The new Tegus makes diligence faster, easier, and more convenient than ever before. Your Tegus license gives you access to over 70,000 expert transcripts, more than 4,000 fully drivable financial models, and exclusive datasets like company management checks, industry KPIs, hard-to-find non-GAAP data, and more. Tegus is the fastest way to learn about a public or private company and the most cost-effective way to conduct investment research — now all under one roof. Learn more and get your free trial at tegus.com/patrick.

Show Notes:

(00:00:00) - Welcome to Invest Like the Best

(00:04:06) - First Question - Understanding Capital Group's Investment Approach

(00:05:43) - The Importance of Teamwork and Culture in Investment Firms

(00:07:38) - The Role of Analysts in Investment Decisions

(00:12:24) - The Art of Running Effective Meetings with Company Management

(00:18:12) - Exploring the Dominance of Big Tech Companies

(00:19:13) - The Common Thread Amongst Great Retailing Companies

(00:30:49) - Comparing The Growth in The Tech Market to That of Healthcare

(00:34:14) - The Rise of Pharma and its Potential Opportunities

(00:36:56) - Power Dynamics in the Tech Industry

(00:38:11) - The Idea of Power in Investing

(00:46:21) - Unique Challenges and Opportunities in the Restaurant Industry

(00:48:35) - The Positive Signal of Enduring Companies

(00:54:54) - The Importance of Gratitude and Kindness in Professional Growth

(00:58:40) - The Kindest Thing Anyone Has Ever Done for Anne-Marie