Investing by the Books
#63 Simon Kold: On the Hunt for Great Companies
Oct 15, 2024
Simon Kold, founder of Kold Investments and former member of Novo Holdings, dives into his upcoming book, 'On the Hunt for Great Companies.' He shares insights on evaluating business quality beyond traditional metrics, emphasizing management passion and effective communication. Kold also discusses market dynamics, cyclicality in investing, and how diverse reading influences investment strategies. With a unique perspective shaped by his unconventional journey, he encourages investors to understand the nuances of demand forecasting and competitive advantages.
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Quick takeaways
- Simon Kold's ambitious journey from stand-up comedy and theology to investing illustrates the value of unconventional paths in finance careers.
- His book, 'On the Hunt for Great Companies,' provides a practical framework for evaluating business quality through empirical data and engaging narrative.
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Building a Community for Investors
The podcast highlights recent advancements at RedEye, particularly the introduction of a pro plan aimed at institutional investors. This plan offers valuable insights through quarterly theme reports, focusing on critical topics such as serial acquirers. Additionally, it provides access to an annual conference in Stockholm designed for networking and sharing expertise among investors and operators. This initiative showcases RedEye's commitment to enhancing the investment community and supporting informed decision-making.
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