We Study Billionaires - The Investor’s Podcast Network

TIP646: How To Understand A Business Like A Pro w/ Kyle Grieve

149 snips
Jul 21, 2024
Kyle Grieve dives into the wisdom of Philip Fisher’s influential investing principles, cherished by Warren Buffett. He highlights the necessity of understanding business fundamentals and deep-dives into competitive advantages. The discussion includes how to evaluate growth potential and the importance of transparency in management. Grieve emphasizes rewarding long-term investment strategies and shares the critical view of managing caution while seeking out high-quality businesses. Insights on forming a personal grapevine for investment monitoring add a practical edge to the conversation.
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INSIGHT

Contrarian Investing

  • Philip Fisher, like Graham and Buffett, was a contrarian investor.
  • He discovered principles outside standard Wall Street dogma and applied them successfully.
INSIGHT

Growth vs. Size

  • Small companies can outperform larger ones, but management's ability to grow matters more than size.
  • Companies growing faster than their industry tend to do better.
ADVICE

Business Grapevine

  • Use the "business grapevine" to learn about a company.
  • Talk to competitors, vendors, customers, employees, and industry experts to get a well-rounded view.
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