2min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH019: Winning the Long Game w/ John Spears

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Investing in Value

You're not just looking for amazingly high quality companies at reasonable prices. You'll buy stuff that's really cheap, that's a little ugly, you'll buying stuff that's higher quality. Heineken doesn't punch you in the face of a bargain; it's probably over 20 times earnings. Nestle, we've owned a long time. The Agio, the liquor company. We've got there, we're kind of riding with the business, so we've got a few of those. Equality compounds. Stable earners. Yes, but he's more of a purist.

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