TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve
We Study Billionaires - The Investor’s Podcast Network
Why some compounders deserve premiums
Kyle explains why high-ROIC companies can justify premium multiples and outperform despite high starting valuations.
On today’s episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro 00:02:42 - Why Compounders deserve to trade at a premium 00:10:13 - The three parameters necessary for successful compounding 00:12:49 - The two approaches for reinvestment that compounders take advantage of 00:14:42 - How compounders create resiliency 00:19:37 - The reasons Sweden has so many successful serial acquirers 00:25:25 - About the two pioneers of Swedish decentralization 00:25:25 - Why Electrolux has created so many great business cultures 00:31:03 - The importance of discipline to successful serial acquirers 00:38:36 - The benefits of working capital KPIs 00:57:54 - The surprising ingredient of compounders
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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