We Study Billionaires - The Investor’s Podcast Network

TIP706: The Founder's Mindset w/ Cristiano Souza

48 snips
Mar 14, 2025
Guest
Cristiano Souza
In this discussion, Cristiano Souza, founder of Zeno Equity Partners, shares his investment wisdom gleaned from 28 years at Dynamo. He reveals his three key criteria for identifying exceptional businesses. Cristiano dives deep into the elusive founder's mindset, the growth potential of LVMH, and the importance of management team evaluation, including his own past mistakes. He highlights why Linde PLC is a staple in his portfolio and discusses AppFolio's strong positioning in property management, emphasizing long-term strategies amidst market volatility.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Focus on Great Businesses

  • Great businesses can thrive regardless of external factors.
  • Focus on identifying companies with strong fundamentals and leadership.
INSIGHT

Resilience and Risk Management

  • Resiliency and risk management are crucial in unstable markets.
  • Focus on companies that can protect themselves during downturns.
ADVICE

Three Criteria for Business Success

  • Look for companies with market power, reinvestment ability, and owner-like management.
  • These three criteria are essential for long-term success.
Get the Snipd Podcast app to discover more snips from this episode
Get the app