Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE, CP, And...?)

About this episode

On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss:

(00:00) Introduction

(19:18) Focus on Infrastructure Investments

(22:09) Case Study: GE Aerospace and Safran

(27:39) Alphabet's Journey and Management Challenges

(36:07) Evaluating Risk in Alphabet's Investment

(44:41) Takeaways from Chris Hohn's Investment Strategy

*****************************************************

Sign up for our stock research service, Emerging Moats: emergingmoats.com 

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.