This Week in Intelligent Investing
SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies
Nov 20, 2024
Simon Kold, founder of Kold Investments, combines humor and investment wisdom in his latest book. He shares innovative strategies for evaluating business quality, emphasizing critical thinking over conventional wisdom. The conversation dives into the nuances of competitive advantages, corporate incentives, and the importance of long-term strategies. Kold also highlights the shifting landscape in tech investing, pointing out how companies like Google navigate challenges. Lastly, he advocates for a global, generalist investment approach that recognizes emerging market opportunities.
46:28
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Quick takeaways
- The podcast emphasizes a unique toolbox method for evaluating business quality, blending humor and practical insights to enhance reader engagement.
- It highlights the necessity of recognizing both competitive advantages and disadvantages to provide a more comprehensive analysis of potential investments.
Deep dives
The Unique Approach to Evaluating Business Quality
The book offers a unique toolbox approach to evaluating business quality that differentiates it from typical investment literature. It aims to provide practical steps for investors, balancing advanced concepts with readability and humor to enhance engagement. This approach evolved from initial reviewer feedback that the work was overly dry, leading to the integration of personality and humor. As a result, readers gain insights into assessing business durability in an entertaining manner, making it more likely they will apply the lessons learned.
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