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22 July CPT and 23 July JHB 14 Speakers | 12 Investment Topics | 9 Investments Companies

South Africa
Joined June 2018
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Catch highlights plus presentations from this year’s #AllanGray Investment Summit at investmentsummit.co.za youtu.be/bPcquMZfJPk
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There can be great upside for those willing to invest in Africa ahead of the herd. Watch Nick Ndiritu’s presentation at this year’s Summit for more insight: investmentsummit.co.za youtu.be/nKtaZmVLUMo
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How poker taught me to make better decisions @AllanGraySummit bit.ly/2M3Rcth
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Is it time for equity investors to party like it’s 2002? #AllanGraySummit2019 bit.ly/2MixEB5
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Trending at no.8 #SAfmSoundAwake: Delegates at the Allan Gray Investment Summit in Sandton, north of Johannesburg, have heard that South Africa still presents attractive investment opportunities despite the tough economic environment. #AllanGraySummit2019 #sabcnews
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Delegates at the Allan Gray Investment Summit in Sandton, north of Johannesburg, have heard that South Africa still presents attractive investment opportunities despite the tough economic environment. #sabcnews
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And that's it for the day and for the #AllanGraySummit for 2019. Thank you to those who joined us today, and tuned in via Twitter - we hope you gained meaningful insights to help you make better investment decisions.
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Nice! On correlation and causation, in ⁦@mkonnikova⁩’s talk on probabilities and investing. #AllanGraySummit2019
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#AllanGraySummit Another bias that is present in poker and investing is the gambler fallacy: Investors on a losing streak will hold on thinking they are due a win because they have “suffered through this for so long”
#AllanGraySummit Maria discusses another crucial takeout from poker: cost fallacy. Sometimes investors hold onto a bad asset for a long time, rather than letting go, purely because they have spent so much money on it already.
Poker allows you to sample probabilities properly, says @mkonnikova You learn that making decisions is about calculating probabilities.
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#AllanGraySummit The illusion of control is a funny thing and it happens when you are doing well in an environment of uncertainty, says @mkonnikova on what we can learn about poker from investing
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#AllanGraySummit In one study, based on initial success at being able to predict a coin flip, people began to think they were not only good at predicting a coin flip, but would also get better with practice.
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And these were Harvard students who should know better that you cannot predict a coin flip. #AllanGraySummit
#AllanGraySummit This is because poker asks the question: In an uncertain environment, what can you control?
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#AllanGraySummit This is useful for investors, because many often think they are good at probalistic thinking (evaluating potential outcomes to make the best possible decision), but we are not says @mkonnikova #Investing
#AllanGraySummit One of the things I learnt is that Hungarian-American mathematician John van Neumann was right: poker is not just a metaphor for life...
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But it is also a teaching tool for helping us to make decisions in uncertain environments, like stock markets or in negotiations.
#AllanGraySummit I learnt that poker was a game of people, of uncertainty – much like life. It’s a game of incomplete information. #Investing #Poker
#AllanGraySummit I have never played poker in my life, but I was interested in the question of how much of life do we control – what is the result of our actions, and what is the result of our environment? #MariaKonnikova #Poker #Investing