In this investment focused interview, we talk with Twitter's Compounding Quality on his investment philosophy, 3 step approach to valuation, how he screens for companies, when to sell, and much more!
Find out more about Compounding Quality here and follow him on Twitter @QCompounding
The mentioned Speedwell memo on Sell Side Price Targets can be found here.
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Show Notes
(0:00) Intro and Compounding Quality’s Investment Philosophy
(4:43) What defines a "quality" company?
(9:34) How important is a great manager?
(13:16) Overview on Judge’s Scientific
(19:05) Issues with Sell Side Reports
(22:26) Compounding Quality's 3 Step Approach to Valuation
(34:03) Pieter's Worst Investments Ever
(37:17) Does the Stock Market serve you or do you serve it?
(45:49) Screening for Stocks
(55:15) Moats as a Margin of Safety
(1:02:21) Meta and Re-checking the Investment Thesis
(1:09:09) The Best thing that Ever Happened to Pieter
(1:12:04) The Only Business Compounding Quality Sold
(1:19:30) When do you sell a quality company?
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
