On this episode we talk about a recent memo, What is a Great Business? 

Other Memos Mentioned: The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop

For full access to all of our in-depth research reports, become a Speedwell Member here. 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) Intro

(1:53) Observing versus Creating a Great business

(6:07) Great Businesses through the lens of The Consumer's Hierarchy of Preferences 

(8:27) Pressure Cooker Metaphor 

(15:15) Is Reinvestment Runway a Criteria? 

(23:03) Moats and Copart

(27:30) CHOP and Disruptions

(30:44) Nintendo

(34:35) Where does the Surplus Lie?

(41:13) Walker & Dunlop 

(45:54) Conclusion

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/