Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Introduction
00:00 • 4min
Are There Things You'd Like to Change?
04:03 • 2min
Share Structure - What's It All About?
05:37 • 2min
Do You Feel There's a Risk in the Quality Business?
07:09 • 2min
Those Are Ye, Mis Neighbors to Have It.
08:40 • 2min
Is There a Quality Approach to Quality Investing?
10:19 • 2min
Quality Investing - What's the Culture?
11:53 • 2min
Quality Focused Investing - Is Quality a Good Thing?
13:28 • 2min
What Are the Competitive Advantages?
15:13 • 1min
Is It Better to Know How Thick a Mode Is?
16:41 • 2min
Energy Business
18:24 • 2min
Chocolates - I'm Trying to Build Widen the Mote
20:25 • 2min
I'm Not Going to Be a Simple Cant, but It's Not Going to Help My Brand
21:58 • 2min
The Value of Growth in Value Investing
23:40 • 1min
Is Wald Investing a Quality Business?
24:52 • 3min
The Quality Investing Framework
27:27 • 2min
The Quality Company
29:08 • 2min
Are You Shooting Yourself?
30:43 • 2min
Is There a Superior Return on Invested Capital?
32:27 • 2min
Why Doesn't It Show Up on a Balance Sheet?
34:02 • 1min
Then There's the Regulatory Licenses.
35:30 • 2min
Do You Still Find Quality Companies in Sectors?
37:29 • 2min
You Want a Share?
39:55 • 2min
Then, You Know, You've Got a Great Culture of Innovation
41:33 • 2min
What's the Difference Between Equity and Equity?
43:24 • 2min
Is It Possible to Identify in a Small Cap Quality Cump?
44:58 • 2min
Is It Possible to Find Opportunities in a Smaller Market?
46:30 • 2min
Quality Investing - I'm Still Doing the Work
48:07 • 2min
Do You Have Any Examples of Quality Investors to Day?
49:47 • 2min
Investing in Quality
51:28 • 2min
Investing the Books, a Podcast by Redeye
53:08 • 3min