Published Nov 27, 2017

Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)

Paul Johnson and Paul Sonkin delve into financial strategies and investment insights, sharing their expertise on controlling spending, setting realistic career goals, and the art of pitching perfect investments. Drawing from their book, they explore the balance of creativity and discipline needed to gain a competitive edge in the ever-evolving market landscape.

Episode Highlights

Topics covered

Episode Highlights

Related Episodes

[REPLAY] Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
Answers 383 questions
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Answers 383 questions
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
Answers 383 questions
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
Answers 383 questions
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Answers 383 questions
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Answers 383 questions
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
Answers 383 questions
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
Answers 383 questions
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
Answers 383 questions
[REPLAY] - Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Answers 383 questions
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Answers 383 questions
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
Answers 383 questions
Paul Black - WCM Investment Management (First Meeting, EP.05)
Answers 383 questions
[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Answers 383 questions
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
Answers 383 questions

Dexa/Capital Allocators – Inside the Institutional Investment Industry

Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)

Topics covered

Popular Clips

Performance and Insight

Market Efficiency Challenges

Value vs. Growth Investing

Ownership in Investment

Reading for Insight

Wisdom of Crowds

Portfolio Management Dynamics

Mispricing Insights

Career Realities

Financial Wisdom Unveiled

Investment Pitch Dynamics

Small Cap Insights

Analytical Edge

Market Dynamics Explained

Fostering Creativity

Episode Highlights

Financial Wisdom

Book Insights

Investment Strategies

Related Episodes

[REPLAY] Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)

Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)

Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)

Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)

Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)

Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)

José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)

[REPLAY] - Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)

Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)

Deep Dive into Hedge Funds (Capital Allocators, EP.34)

Paul Black - WCM Investment Management (First Meeting, EP.05)

[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)

Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)

Topics covered

Popular Clips

Episode Highlights

Financial WisdomThe discussion shifts to the importance of controlling spending and pursuing passion in achieving financial success. Paul Johnson and Paul Sonkin share insights on career expectations in finance, emphasizing realistic goals and continuous learning.

Financial Wisdom

Book InsightsPaul Sonkin and Paul Johnson share insights from their book, "Pitch the Perfect Investment," which offers a comprehensive framework for identifying and pitching investment ideas. They discuss the book's development, its practical applications, and the role of creativity in investing.

Book Insights

Investment StrategiesPaul Sonkin and Paul Johnson explore the intricacies of achieving a competitive edge in investing. They discuss the dynamics of portfolio management and the evolving challenges of market efficiency in today's investment landscape.

Investment Strategies

Related Episodes