SA Interview: Investing In Compounders With Thomas Lott

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Includes: DELL
by: SA PRO Interviews
This article is exclusive for subscribers.
Summary

Thomas Lott is a former hedge fund portfolio manager that currently trades for his personal account.

The focus on quality over quantity in the idea gen process, why buying international stocks isn’t really necessary and why value may (finally) outperform growth are topics discussed.

Thomas Lott shares a long thesis on Dell.

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Feature interview

Thomas Lott is a former hedge