Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE, CP, And...?)
On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss:
(00:00) Introduction
(19:18) Focus on Infrastructure Investments
(22:09) Case Study: GE Aerospace and Safran
(27:39) Alphabet's Journey and Management Challenges
(36:07) Evaluating Risk in Alphabet's Investment
(44:41) Takeaways from Chris Hohn's Investment Strategy…
The skinny
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