41 minutes | Aug 12, 2021

7 | Aaron Pek, Value Investing in Malaysia and the ASEAN Growth Story

My guest today is Aaron Pek. Aaron is the author of Value Investing Substack, was previously equity fund manager overseeing both a Malaysian and an Asia Ex-Japan portfolio with AUM of about USD 100 mil, and is currently setting up his own equity research outfit. In this conversation, we cover value investing, Malaysia and the ASEAN growth story, and adding value when networking. I hope you enjoy my conversation with Aaron Pek.   For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep7    ------   Show Notes: [00:00:32] - [First question] - Introduction and Why Aaron started invested [00:02:05] - His interpretation of value investing principles [00:08:05] - Value investing principles Aaron disagrees with [00:10:22] - Views on risk and how to minimise  [00:13:12] - Dealing with emotions in investing [00:15:30] - Malaysia’s growth story [00:24:36] - How can Malaysia not achieve their growth story? [00:27:44] - What should foreigners know before investing in Malaysia? [00:32:54] - Underrated skill or experience? [00:38:22] - Plans for the future?   ------   Connect with Aaron: Subscribe to Value Investing Substack: https://valueinvesting.substack.com/  Connect with Aaron on LinkedIn: https://www.linkedin.com/in/aaronpek/  Connect with Aaron on Twitter: https://twitter.com/investorinvest3  Aaron’s Interview with Asian Century Stocks: https://www.asiancenturystocks.com/p/10-questions-with-aaron-pek  Aaron's Interview with the FIRL Podcast: https://youtu.be/e6f8qX9bRAY   ------   Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com    ------   Connect with Kalani: Sign up for "Curated by Kalani": https://KalaniS.substack.com/  Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Visit Kalani Scarrott’s BLOG: https://kscarrott.com/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/
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