The Investing for Beginners Podcast - Your Path to Financial Freedom

Quality Investing with Pieter from Compounding Quality

Jun 30, 2025

Join us as Pieter shares his journey transitioning from value to quality investing. Discover the vital role of return on invested capital in making smart investment choices. Explore innovative tools for simplifying stock analysis, as well as the importance of conservative growth projections. Learn how to evaluate high-quality stocks and manage portfolios effectively. Dive into the significance of continuous learning and engaging with the investing community for long-term success!

01:00:40

forum

Ask episode

web_stories

AI Snips

view_agenda

Chapters

menu_book

Books

auto_awesome

Transcript

info_circle

Episode notes

insights

INSIGHT

Quality Investing Evolution

Quality investing focuses on buying the best companies with strong fundamentals.
It evolved from value investing and has a proven track record over decades.

volunteer_activism

ADVICE

Commit to Daily Learning

Dedicate time daily to reading and continual learning.
Set goals like one book per week to become a "walking library" and improve investing skills.

volunteer_activism

ADVICE

Use Checklists in Investing

Use investment checklists to stay rational and reduce emotional decision-making.
Checklists help ensure consistency and minimize mistakes in stock selection.

Get the Snipd Podcast app to discover more snips from this episode

Navigating Quality Investing

02:35 • 24min

chevron_right

Simplifying Stock Analysis with Innovative Tools

26:48 • 2min

chevron_right

Investment Strategies: Understanding ROIC and WACC

28:19 • 6min

chevron_right

Evaluating Investment Criteria and Stock Holding Strategies

34:47 • 6min

chevron_right

Navigating Investment Complexity

40:45 • 15min

chevron_right

Connecting with the Investing Community through Quality Education

56:02 • 3min

chevron_right

The Investment Checklist

In 'The Outsider,' Colin Wilson examines the psyche of the Outsider through the lives and works of various literary and cultural figures such as Albert Camus, Jean-Paul Sartre, Ernest Hemingway, Hermann Hesse, and Fyodor Dostoyevsky. The book delves into the Outsider's experience of dislocation and his struggle to find meaning and purpose in a world that seems devoid of it. Wilson argues that the Outsider is a metaphysical man who seeks a transcending meaning and purpose for human existence, often feeling isolated and disconnected from society. The book is both a study of the Outsider's predicament and an impassioned call for a new form of existentialism that could provide a satisfying and objective religious understanding of life.

The 4 Hour Workweek

Timothy Ferriss

In 'The 4-Hour Workweek', Timothy Ferriss presents a step-by-step guide to 'lifestyle design', encouraging readers to question the traditional notion of retirement and instead create a lifestyle that prioritizes freedom, adventure, and personal growth. The book teaches how to outsource life tasks, automate income, and eliminate unnecessary work using principles like the 80/20 rule and Parkinson’s Law. Ferriss shares his personal journey from a corporate workaholic to a location-independent entrepreneur and provides practical tips and case studies to help readers achieve similar results. The book emphasizes the importance of focusing on high-value activities, taking 'mini-retirements', and living life to the fullest in the present rather than deferring enjoyment until retirement.

Buffett and Munger Unscripted

Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings

Alex Morris

This book presents decades of investing and business wisdom from Warren Buffett and Charlie Munger, the men responsible for transforming Berkshire Hathaway into a diversified conglomerate with a market value in hundreds of billions of dollars. Through this book, readers gain insight into the thought process of two of the greatest businessmen and investors, as shared at the Berkshire Hathaway annual shareholder meetings.

The Checklist Manifesto

How To Get Things Right

Atul Gawande

In 'The Checklist Manifesto', Atul Gawande explores the power of checklists in overcoming the complexities of modern professional work. He argues that despite advanced training and technology, professionals often fail due to the sheer volume and complexity of knowledge. Gawande illustrates how checklists, first introduced by the U.S. Air Force, have been successfully adopted in various fields, including medicine, to reduce errors and improve outcomes. He provides compelling examples, such as the reduction of fatalities in surgical procedures and the elimination of hospital infections, to demonstrate the effectiveness of checklists. The book emphasizes the importance of balancing autonomy and control, empowering frontline workers, and continuously improving checklists based on feedback and experience.

The snowball

Warren Buffett and the Business of Life

Alice Schroeder

This book provides an unprecedented look into the life and investment philosophy of Warren Buffett. Written by Alice Schroeder, who gained unparalleled access to Buffett and his inner circle, it delves into the complexities and paradoxes of Buffett's life. The book covers his work, opinions, struggles, and triumphs, and highlights key principles such as intrinsic value, margin of safety, and long-term perspective. Buffett’s legacy is not just his wealth, but the principles and ideas that have enriched people’s lives.

Welcome to the Investing for Beginners podcast! In this episode, we are joined by Pieter from Compounding Quality for the third time. Pieter shares his insights on transitioning from value investing to quality investing, the importance of return on invested capital, and how to identify high-quality stocks. He also discusses his personal investment strategies, including portfolio construction, the significance of high reinvestment rates, and the value of continuous learning.

00:00 Welcome and Introduction

00:40 The Journey to Quality Investing

03:06 Influential Mentors and Learning Resources

06:50 Daily Habits and Reading Goals

12:03 Investment Strategies and Checklists

18:09 Analyzing Return on Invested Capital

27:02 Conservative Growth Projections

28:01 Evaluating Management Guidance

29:09 Analyst Estimates and Margin of Safety

31:22 Intrinsic Value and Long-Term Returns

37:06 Portfolio Construction Strategies

41:52 Research and Deep Dives

48:33 The Future of Investing Legends

51:03 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.