Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the firm’s investment approach. Visiting companies and engaging directly with management teams reveals insights that go far beyond desk-based analysis. As the current AI frenzy echoes the dotcom days, why healthy scepticism is vital for effective long-term investing.China’s rapid infrastructure and t...
All content for Talking Research - Walter Scott is the property of Walter Scott & Partners and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the firm’s investment approach. Visiting companies and engaging directly with management teams reveals insights that go far beyond desk-based analysis. As the current AI frenzy echoes the dotcom days, why healthy scepticism is vital for effective long-term investing.China’s rapid infrastructure and t...
Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out. In the foothills of Mount Fuji, robots make robots in total darkness 24/7Companies are investing heavily in digital transformation to enhance efficiencyAs the global supply chain diversifies away from China, Japan's semiconductor industry looks set to benefit Resources: ASML - The Future is AI (...
Talking Research - Walter Scott
Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the firm’s investment approach. Visiting companies and engaging directly with management teams reveals insights that go far beyond desk-based analysis. As the current AI frenzy echoes the dotcom days, why healthy scepticism is vital for effective long-term investing.China’s rapid infrastructure and t...
