Invest Like the Best with Patrick O'Shaughnessy

Connor Leonard - Capital Light Compounders & Reinvestment Moats - [Invest Like the Best, EP.64]

Nov 21, 2017
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Episode notes
1
Introduction
00:00 • 5min
2
The History of IMC
04:37 • 3min
3
The Advantages of Public Markets Investing
08:02 • 5min
4
The Importance of Moats in Business
12:34 • 5min
5
The Different Types of Capital Light Compounders
17:58 • 2min
6
How to Start a Classifieds Business
19:59 • 2min
7
The Importance of Price in a Classified Business
22:10 • 3min
8
How to Approach Popular Technology Companies
25:08 • 2min
9
Zuplus: A Business That Can Widen Its Mode Over Time
26:57 • 4min
10
How to Invest in a Company
30:33 • 5min
11
The Future of the Local and Niche Business Model
35:42 • 2min
12
The Negative Working Capital of a Low-Margin Business
37:48 • 4min
13
The Advantages of a Concentrated Portfolio
41:30 • 4min
14
How to Buy a Legacy Moat Company
45:49 • 4min
15
How to Pick the Right Managers to Beat the Market
49:22 • 3min
16
The Importance of Intermediate Holdings
52:22 • 2min
17
The Importance of Capital Allocation in a Portfolio
54:47 • 4min
18
The Importance of Mentorship in Value Investing
58:19 • 2min
19
The Importance of Mentorship in Investing
01:00:13 • 3min
20
How Samuel Adams Invested in the Boston Beer Company
01:02:57 • 2min
21
The Three Leverages That Mattered for Sam Atoms
01:04:35 • 2min