In this episode, William Green chats with Laura Geritz, founder of Rondure Global Advisors, which scours the globe in search of high-quality companies trading at attractive prices in places like India, China, Japan, Thailand, Taiwan, Turkey, Brazil, & Mexico. Here, Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle, which is built around relentless travel, voracious reading, & abundant time to think.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
08:15 - How Laura Geritz earned the nickname “Money Bags.”
09:41 - How she broke into the investment industry by living in Japan.
12:55 - How she was shaped by the frugal, unflashy culture of rural Kansas.
22:57 - What she learned from her mentor & partner, Robert Gardiner.
30:14 - Why so many talented women quit the investment business.
36:54 - Why she believes many investors are taking too much risk.
38:56 - Why foreign stocks may be overdue for a powerful rebound.
41:20 - How she weighs the risks & rewards of Chinese stocks.
52:26 - How she screens 70,000 stocks to identify great businesses.
1:03:36 - What foreign investors don’t understand about Japanese companies.
1:11:51 - How to become a continuous learning machine.
1:25:38 - How Laura handles adversity when her investing style is out of favor.
1:32:06 - Why she maintains a remarkably uncluttered calendar.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Laura Geritz’s investment firm, Rondure Global Advisors.
Graham Greene’s book The Quiet American.
Yasunari Kawabata’s book Snow Country.
Michael Pollan’s book A Place of My Own.
Rolf Potts’ book Vagabonding.
Pico Iyer’s book The Half-Known Life.
William Green’s podcast interview with Pico Iyer | YouTube Video.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X (AKA Twitter).
Check out all the books mentioned and discussed in our podcast episodes here.
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RWH040: Go Global w/ Laura Geritz | We Study Billionaires - The Investor’s Podcast Network - Listen or read transcript on Metacast
