Sam McLemore is the Founder and CIO at Patient Capital Management. In this conversation, we talk about time arbitrage, volatility, 3 sources of edge, lessons from Bill Miller and other great investors, independent thinking, bitcoin, macro, technology stocks, and more.

TIMESTAMPS:
0:00 - Intro
0:30 - Importance of patience
4:15 - Advantages in markets
13:48 - Lessons from great investors
21:45 - Unexpected events
25:45 - Logical thinking
26:20 - Macro environment
32:57 - Bitcoin
36:55 - Technology stocks
41:25 - Handling contrarian investments
46:05 - The “Perfect Investor”
50:03 - Great books

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