#42 Avner Mandelman: The Advanced Sleuth Investor

Investing by the Books

In our second interview with Avner Mandelman, a former rocket scientist and hedge fund manager, we talk about his new book: The Advanced Sleuth Investor. By applying multidisciplinary thinking, he explores the benefits of sleuthing from the viewpoint of ten different professions. In essence, our talk is about how you can create your own exclusive data to outperform the market.

For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you. /Eddie & Niklas with team

This episode was recorded on January 3, 2023.

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Episode Chapters

(00:00) Intro by Eddie & Niklas

(03:01) Who is Avner Mandelman?

(03:58) Why write another book on sleuth investing?

(09:16) System 1 and System 2 thinking

(13:54) Ten perspectives on sleuthing

(18:42) How Avner ranks the importance of the three financial statements

(25:14) Sleuthing from the viewpoint of a chessplayer

(31:33) Advice for a young investor

(36:02) Sleuthing from the viewpoint of a physicist

(42:07) Practical advice for Sleuthers

(50:11) Picking stocks is only 30-40% of the investing process

(01:06:22) How to build an empire as an investor

(01:08:25) Book recommendations

(01:10:04) Final remarks

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Books Mentioned

• The Sleuth Investor - Avner Mandelman
• The Advanced Sleuth Investor - Avner Mandelman
• Thinking, Fast and Slow - Daniel Kahneman
• Summa de Arithmetica - Luca Pacioli
• Parallel Lives - Plutarch
• On Intelligence - Jeff Hawkins

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More on Avner

• Twitter
• Youtube

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About the Podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se