Most people think investing is about picking the right stock. Julian Morrison, known as "Dr. Doom," reveals it's really about how you think. From producing music for Kabaka Pyramid to screening private equity deals at Proven Investments, Julian's path to managing capital was anything but conventional. Dr. Matthew Preston and Dr. Thaon Simms dig into how he evaluated NVIDIA before it was hot, why Fontana's real competitive advantage isn't pharmacy, and what makes him walk away from a deal.
Chapters:
00:00 Introduction and Julian's Return
02:00 The Economy at a Turning Point
04:39 Julian's Earliest Memories of Money
13:12 The Music Production Chapter with Kabaka Pyramid
19:33 From Insurance Sales to JMMB Investment Advisor
25:31 The UWI Party Era and Locking In Academically
31:17 Jamaica's Unemployment Reality
36:33 First Job and Eating Humble Pie at JMMB
42:06 JN Fund Managers and the Bloomberg Terminal
48:50 Headhunted by Proven Investments
52:21 Private Equity and the Investment Committee
58:58 Companies Without Investment Committees
1:02:06 Screening Deals: How to Smell a Bad Investment
1:04:13 Proven Wealth and Strategic Planning
1:06:00 Valuing Catherine's Peak for Grace Kennedy
1:09:09 Jamaica Bauxite Mining and NIC Board Roles
1:27:17 What Makes a Deal Worth Taking
1:43:18 Crown Jewels: Fontana, Wisynco, and Porter's Five Forces
1:49:03 Advice for the 28 Year Old Investor
1:52:13 Book Recommendations: Mastery, Outliers, Tipping Point
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