Pieter Slegers

Pieter Slegers, a finance social media superstar known for his insights on high-quality investing, joins the show to share his expertise. He emphasizes the importance of diversification and reveals his target number of stocks to hold. The conversation touches on overlooked growth businesses and the implications of climate investing. A special guest appearance by Porter's son adds a personal touch, discussing aspirations in finance. Lively anecdotes about Latin American investment opportunities provide humor and depth to the discussion.

Pieter Slegers, an expert in quality investing and compounding, shares his journey from finance professional to a passionate educator on investing. He discusses a unique three-step framework for identifying undervalued companies and highlights the importance of free cash flow yield. Diving into his Belgian roots, he contrasts conservative investment strategies with the US market, underscoring the enduring appeal of quality investments. A riveting riddle about two logicians showcases the analytical depth needed in investment reasoning.

Pieter Slegers from Compounding Quality and Kris Heyndrikx from Multibagger Nuggets offer a deep dive into the nuances of growth versus quality investing. They tackle how macroeconomic events, like U.S. elections, may influence but shouldn't dictate investment strategies. The duo emphasizes focusing on intrinsic business performance rather than short-term stock movements. They discuss aligning personal values with investment choices and advocate for patience and mindset as crucial elements for successful investing.

Pieter Slegers, writer of Compounding Quality, discusses the art of quality investing, emphasizing simplicity, understanding business models, and the importance of growth and pricing power. He shares quantitative criteria for evaluating companies, portfolio construction tips, and the significance of management's capital allocation skills.

Pieter Slegers, founder of Compounding Quality Newsletter, shares insights on quality investing, finding great businesses led by outstanding managers at fair valuations. The podcast delves into early investing experiences, transitioning to quality investing, and building a long-term portfolio for generations. Learn about learning from mistakes, market expectations, and the importance of humility and success in investing.