My guest on the show this week is Jake Barfield, the founder of Asheville Capital Management, a long-only investment firm that seeks to invest in world-class companies before they are broadly recognized as such. Jake is also the host of his own podcast, Quality Investing. In this informative episode, we covered:
- The founding inspiration for Asheville;
- The type of companies that Jake is NOT going to invest in;
- Position sizing and concentration;
- What Jake finds so interesting about a company called InPost; and
- Why he decided to start his own podcast.
For more information, please check out Jake's website, and Jake's excellent podcast, Quality Investing.
