In this episode, we chat with Pieter, founder of the Compounding Quality newsletter, as he shares insights on quality investing, identifying great businesses, and his journey in the world of stocks.
-
00:00 - 00:07: Introduction of Pieter and his credentials, including his newsletter and book on quality investing.
-
00:08 - 02:37: Pieter explains why he chose to invest in stocks and shares his early experiences, emphasizing the long-term potential of equities.
-
02:38 - 07:16: Discussion on Pieter's first stock investment, mistakes he made, and how those experiences led him to educate himself on investing.
-
07:17 - 12:21: Pieter describes his approach to quality investing, focusing on finding great businesses with healthy balance sheets, led by strong management, and trading at attractive valuations.
-
12:22 - 15:02: Pieter discusses how he maintains a watchlist of potential investments and his focus on companies with high market caps.
-
15:03 - 20:49: Detailed discussion on the concept of economic moats, emphasizing the importance of investing in companies with sustainable competitive advantages.
-
20:50 - 24:04: Further elaboration on pricing power, with examples of companies that have successfully maintained high pricing power.
-
24:05 - 32:14: Insights into Pieter’s thoughts on return on invested capital (ROIC), its importance in identifying quality investments, and the challenges of disruption in quality investing.
-
32:15 - 49:02: Pieter's approach to valuation, including how he assesses whether a stock is overvalued or undervalued, using methods like forward P/E comparisons and reverse DCF.
-
49:03 - 56:56: Pieter discusses his ideal investment, focusing on companies with strong growth, reinvestment opportunities, and aligned management. He also shares his thoughts on the tools and platforms he uses for research.
-
56:57 - End: Conclusion, with Pieter offering to connect with others interested in quality investing and sharing where to find his resources online.
Learn more from Pieter here:
Compoundingquality.net
X: @QCompounding
LInkedIn: Pieter Slegers
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
