The Intrinsic Value Podcast - The Investor’s Podcast Network

MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley

38 snips
Dec 2, 2024
Discover the intriguing world of hidden compounders, where unglamorous businesses deliver robust returns. Learn what sets these lesser-known companies apart and why they often boast invisible moats. Shawn O'Malley reveals how Peter Lynch champions boring firms and why intangible assets can be more valuable than physical ones. Delve into strategies for identifying these gems and explore the Lindy effect through the lens of long-term investing, all while uncovering the impressive success stories of companies like Old Dominion and Technion.
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INSIGHT

Hidden Compounders

  • Hidden compounders are companies with great returns that are often overlooked.
  • They operate in boring industries or have moats that are hard to identify.
INSIGHT

Boring Businesses

  • Simple businesses can be highly profitable, as Peter Lynch highlighted.
  • His book, "One Up On Wall Street", emphasizes investing in uninteresting companies.
ADVICE

Hidden Compounders as the Holy Grail

  • Look for hidden compounders, the holy grail of investing, according to Mohnish Pabrai.
  • These are less-known companies with strong compounding potential.
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