Capital Cycles, Moats, and Margin of Safety + Thoughts on $AAP $TRBR.V with Kenny Chan, Founder & Portfolio Manager of Korwell Capital

My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he’s built an investment philosophy rooted in the classics — Peter Lynch, Joel Greenblatt, Warren Buffett — and adapted with a modern, high-conviction approach. His north star: “Buy Phil Fisher–like businesses at Graham-like prices.” Kenny walks us through the four categories that…