Jake Barfield

Jake Barfield, Founder & Portfolio Manager at Asheville Capital Management, dives into InPost Group, Europe's leading e-commerce logistics innovator. He highlights InPost's unique automated delivery system and explores why it's gaining traction in Europe. Barfield discusses the competitive landscape, contrasting InPost's strategies with giants like Amazon, and examines their expansion plans, especially in the UK. He also reveals how InPost's gamification and loyalty programs are reshaping consumer engagement, positioning it for future growth amid market challenges.

Jake Barfield, founder of Asheville Capital Management and host of the Quality Investing podcast, dives into his unique investment strategy. He seeks out world-class companies before they gain mainstream recognition, focusing on growth potential and capital efficiency. Jake discusses his interest in international markets, particularly Japan, and shares insights on position sizing and portfolio concentration. He also highlights the innovative InPost's locker-based delivery model, emphasizing the importance of deep fundamental research and holding investments for long-term compounding.