Chris sits down with Rhett Carter, Founder and CEO of Heights Investment Partners. They discuss the market, generating ideas, entrepreneurship, as well as how the world of investing and stocks work. Enjoy! Follow Chris on Twitter: @Fortworthchris Make contact with The FORT:
thefortpodcast@gmail.com For more information on Chris Powers and Fort Capital, visit
www.fortcapitallp.com
02:29 — Rhett’s Background
05:26 — How has having a mentor in your life changed you?
08:55 — What was the tipping point to start your own business?
11:03 — What was it that you felt like you could offer that you weren’t seeing in the market?
12:36 — Does getting larger push you farther away from the original thesis?
15:19 — How do you begin to think about an idea?
19:22 — How do you think about valuing tech stocks?
20:48 — Once you figure out a theme that you like, how do you learn?
23:43 — What was the experience getting to meet with Warren Buffet and Jeff Bezos?
26:10 — How do you determine when something that was a good idea that is in your portfolio is no longer a good idea?
29:22 — How much time do you spend thinking about new ideas vs. ideas that you already have in your portfolio?
31:00 — How many new companies do you bring in on a given year?
31:57 — How do you think about un-learning?
35:47 — How do you think about a successful year?
38:42 — Do you think the temperament of investing can be learned?
39:44 — Was raising the initial capital difficult for you?
41:51 — Are you always raising capital?
43:05 — What is the most influential book that you have ever read?
44:53 — Do you put more emphasis on the future or the past when investing in companies?
45:40 — What trends are you seeing in the world?
49:53 — Rhett’s Thoughts on the Market
54:33 — How do you not get caught in groupthink?