In this podcast with Equity Mates, Perpetual’s Vince Pezzullo discusses his first investment, research discipline and why investing in “boring companies” can be very exciting. He also discusses the value of patience, red flags when assessing companies and why we’re in a very different investment environment to 15 – 20 years’ ago.
"You can get information from third parties, but you've got to do your own grunt work. Try to make the investment case as simple as possible. Don't try and overcomplicate it. It usually comes down to two or three things whenever you invest in a company that will typically drive the performance of the company over time. So always keep it very simple. Don't get distracted.” Vince Pezzullo
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