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No. of Recommendations: 4
just 2c - maybe it is cause I'm older but I have tried to strive for more a narrative in my meetings than before - in other words, pick a topic or subject line and go from there - last year I went into detail as to why identifying and evaluating costs can be important in any field of life, but focusing on investment management in particular. That said, I don't think there was any meaningful impact from my discussion (with zero feedback), and it pleased only me perhaps.

So...here goes...I understand the social aspect of what you are doing but find your presentation to be an interminable bore. Listing returns and holdings and the like is as dry as dry can be, and as I know you are a unique guy this doesn't express your uniqueness unless people really want to get into what you are saying or one of your holdings.

This is not an expression though that you ought to listen to and change - FAR FROM IT. If you are getting the feedback from your presentation that you want, and clients have few questions, then I wouldn't make a single change. NARY a one, cause your presentation seems like it would take - don't know - maybe 30 minutes to put together, right? But I'd find what you do far more interesting, say, if you took one of those bullet points (like: Doubt is central to understanding. This is a recurring theme in our investing. We constantly try to poke holes in our research, thought process, valuation techniques and so forth.) and expanded it to 20 minutes or so....

martian

https://www.youtube.com/watch?v=w82a1FT5o88
I think his points in the 1st minute mirror your presentation, and that's ok - this guy gives speeches, doesn't do investment management. Put your time only in the areas where it helps you with that.
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