In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy!

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~Speedwell Mentioned Memos~

The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space

What is a Fair Investment Assumption?

What is a Great Business?

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Show Notes

(0:00) — Why Look for Great Companies

(4:27) — Becoming a Great Company, Amazon

(10:00) — Dolby Atmos

(19:21) — Value Extraction

(33:48) — Valuation Framework

(45:43) — Airline’s a Great Businesses?

(54:18) — Epistemology

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Identity Crisis: Selesnya