Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. What you'll learn here: 00:00:00 - Intro 00:01:06 - Lessons Jon learned working for legend Bob Robotti 00:05:16 - Why Jon favours high-quality, growing businesses 00:15:01 - How Jon counters bias when meeting charismatic CEOs 00:25:23 - Why local investor networks unlock global insights 00:31:32 - Why Jon prioritizes owners’ earnings over net income 00:36:18 - The three essential traits Jon demands in investments and what makes an investment a “no-brainer” for Jon 00:38:28 - Why holding winners is harder than it seems 00:52:14 - Why Jon leans toward “boring” low-tech businesses 00:56:19 - What traits Jon values most in company leadership Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/from-obscurity-to-opportunity-jon-cukierwars-investment-edge/ Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ 🤝 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here: https://www.theinvestorspodcast.com/summit 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - Mohnish Pabrai on Investing and Life Lessons: https://youtu.be/bbdEsPAPq9M - The Art of Buying Growth Companies for Value Prices w/ James and Abby Zimmerman: https://youtu.be/m1u7xzygf4k - Buffett & Munger Unscripted | Timeless Value Investing Wisdom: https://youtu.be/pjySUR4n3C0 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #GlobalInvesting #ValueInvesting #EmergingMarkets #InvestmentFund #MultibaggerStocks