The Security Analysis Podcast

Compounding Quality

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Jul 17, 2024
Former hedge fund analyst Compounding Quality discusses the importance of quality investing, focusing on companies with competitive advantages and reinvestment opportunities. He explores examples like Games Workshop and Visa, highlighting the significance of continuous innovation and good capital allocation. The podcast also delves into the differences between value and quality investors, strategies for company valuation, and the impact of secular trends on stock prices.
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