Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted
Play • 1 hr 48 min

This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portfolio construction, how drawdowns can really jeopardize your mental capital, as well Peter Mantas shares with us some tips and tricks on how he analyzes biotechnology companies and the rise of intangible assets.

If you like what you heard, please follow Peter on Twitter @Logos_LP

Check out the time-stamp below: 

  • [0:00] Who is Peter Mantas?
  • [8:40] Why go into Law School?
  • [14:30] Peter’s Investment Strategy: Cash Park, Peripherals, Core
  • [20:00] Duration Curve and Duration Spectrum
  • [30:00] Drawdowns are present in Great Business
  • [39:00] Idea Generation: Biotechnology
  • [50:00] Biotech’s Prism of Risk 
  • [1:02:00] Biotech 101: How to Start Investing.
  • [1:09:00] Using Technical Analysis in Value Investing
  • [1:20:00] The Rise of Intangible Assets
  • [1:28:00] Areas to Improve as an Investor
  • [1:37:00] More from Peter Mantas and Closing Questions

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