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15min chapter
TIP582: Quality & Defensive Investing w/ Christian Billinger
We Study Billionaires - The Investor’s Podcast Network
Compensation Structure, 'Soul in the Game,' and Downside Protection
The speakers discuss the importance of analyzing the compensation structure of individuals and its relationship to commitment and passion for work. They explore the concept of 'soul in the game' and its connection to financial upside and downside. The chapter highlights the preference for family control businesses, downside protection strategies, and factors that determine a company's inclusion in their portfolio.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode