
 The Security Analysis Podcast
 The Security Analysis Podcast Compounding Quality
 13 snips 
 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. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7 
 Intro 
 00:00 • 3min 
 The Art of Quality Investing 
 03:29 • 7min 
 Importance of Quality Stocks with Pricing Power and Reinvestment Opportunities 
 10:33 • 24min 
 Exploring Examples of Compounding Quality in Business 
 34:51 • 3min 
 Value vs Quality Investors and Strategies for Company Valuation 
 38:14 • 7min 
 Analysis of the Importance of Secular Trends and Growth on Stock Prices 
 45:25 • 2min 
 Exploring the Origins of Compounding Quality and the Goal to Help Investors 
 47:33 • 3min 

