7 | Aaron Pek, Value Investing in Malaysia and the ASEAN Growth Story

<p><span style="font-weight: 400;">My guest today is Aaron Pek. Aaron is the author of Value Investing Substack, was previously equity fund manager overseeing both a Malaysian and an Asia Ex-Japan portfolio with AUM of about USD 100 mil, and is currently setting up his own equity research outfit.</span></p> <p><span style="font-weight: 400;">In this conversation, we cover value investing, Malaysia and the ASEAN growth story, and adding value when networking.</span> <span style="font-weight: 400;">I hope you enjoy my conversation with Aaron Pek.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on</span> <a href= "https://compoundingpodcast.com/ep7"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep7</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:32] - [First question] - Introduction and Why Aaron started invested</span></p> <p><span style="font-weight: 400;">[00:02:05] - His interpretation of value investing principles</span></p> <p><span style="font-weight: 400;">[00:08:05] - Value investing principles Aaron disagrees with</span></p> <p><span style="font-weight: 400;">[00:10:22] - Views on risk and how to minimise </span></p> <p><span style="font-weight: 400;">[00:13:12] - Dealing with emotions in investing</span></p> <p><span style="font-weight: 400;">[00:15:30] - Malaysia’s growth story</span></p> <p><span style="font-weight: 400;">[00:24:36] - How can Malaysia not achieve their growth story?</span></p> <p><span style="font-weight: 400;">[00:27:44] - What should foreigners know before investing in Malaysia?</span></p> <p><span style="font-weight: 400;">[00:32:54] - Underrated skill or experience?</span></p> <p><span style="font-weight: 400;">[00:38:22] - Plans for the future?</span></p> <p> </p> <p><span style="font-weight: 400;">------</spa