Luke Durbin is a Lead Portfolio Manager at Oracle Investment Management. In October, Luke sat down with Owen Rask to share his lessons learned from investing in great companies like Altium Ltd (ASX: ALU) and BHP Group (ASX: BHP), and also from studying companies like Afterpay/Block (ASX: SQ2) and RXP Services.
He then shares the lessons he’s learned from Warren Buffett and many others.
Talking points with Luke Durbin
- Why is Warren Buffett’s way of investing so important to you?
- How are you seeing the world of investing right now, and into the future? Does it change your process?
- What are 3 companies that taught you important lessons about markets and investing?
- Looking forward, are there 3 more business models that you like right now?
About Luke Durbin
Luke oversees the investment team at Oracle Investment Management and works alongside them in managing each portfolio. Luke takes a long-term view in examining the market in search of excellent, high-growth companies that are available at an appropriate price. Luke uses his past experience from the private accounting industry in his analysis of ASX-listed companies. Learn more.
Important note: this podcast was recorded on the 10th of October. We apologies for the delay in releasing this episode to you in a timely manner — we usually publish interviews much sooner after recording. Please remember that we try to make numbers or figures accurate at the time of recording but we cannot guarantee the numbers are accurate or relevant by the time you hear the podcast. Luke’s insights are brilliant and worth listening to at any time.
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