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Value Hive Podcast

Kyler Hasson: Buying Quality Compounders At A Fair Price

Apr 23, 2021
01:17:21

This week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he's a Compounder Bro. Kyler didn't follow the "normal" investor path, if there is one. 

He started dabbling in investing at age 18 and was immediately hooked on quality investing. Hasson skipped much of the cigar-butt stage and instead spent his time learning about the best businesses possible, and trying to hold them for long periods of time. 

Our conversation covered a wide breadth of topics, including: 

  • Competitive advantages and churn rates in banking
  • Quality and Valuation 
  • Portfolio Allocation
  • Psychology of managing other people's money 

And more!

Here is the show time-stamp: 

  • 1:00 - Intro
  • 9:11 - TransDigm $TDG
  • 20:44 - Portfolio Construction 
  • 28:05 - Underwriting Returns
  • 36:59 - Banking and Competitive Advantages
  • 43:04 - Holding Only The Best Ideas
  • 49:58 - Managing Other People's Money 
  • 58:24 - When To Give People Their Money Back
  • 65:51 - Where Kyler's Finding Ideas 
  • 75:06 - Closing Questions

If you want to learn more about Kyler, check out these resources: 

--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

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