I did an interview with Complete Growth Investor (GCI) a month or so ago and it has now been released.
Complete Growth is a newsletter service but focuses on discussing their portfolio holding events, analysis and buy and sell reasons. You get a look at holdings of a real time money portfolio. The value portfolio is managed by Ragu Chandrasekaran and Jeff Annello, while the growth portfolio is run by Jason Fitnitch.
The names may be familiar to some, as both Ragu and Jeff used to run fantastic blogs before joining Complete Growth.
In the interview, you’ll get a glimpse of my background and investing strategy and philosophy. At 8 pages, the interview is quite long but I hope you find something useful.
Jae Jun Complete Growth CGI Interview
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May 15th, 2010 at 1:50 pm
Nice interview Jae
May 16th, 2010 at 10:07 pm
Thanks Graham.
May 17th, 2010 at 7:09 pm
Very good interview.
May 18th, 2010 at 11:23 pm
Thanks Jim.
May 19th, 2010 at 8:26 am
Jae, that was a great interview. Lots of good insights. Btw, I am curious, how did you come across GGP? Was it from it’s bankruptcy filing or others sources?
Btw, I picked up the book ‘Quality of Earnings’ after you recommended it here a while back, and I agree that it’s a very good book.
May 20th, 2010 at 9:20 am
@ Ranajit,
Thanks. I came across GGP through Bill Ackman. If I remember, I go through his 13-F to see what he is holding and then just started reading up on the company since then. I’m no REIT expert but there were plenty of others who were able to answer questions.