In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo Libre, and  more! 

Find out more about Biz Almanac's research and writings here and follow him on Twitter @BizAlmanac.

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Show Notes

(0:00) Intro

(0:59) What is your Investment Philosophy? Why focus on Owner Operated Businesses? 

(13:47) — How do you pick companies to vette?

(19:51) — When to Sell and we discuss a Controversial Study's Conclusions  

(34:30) — TerraVest

(45:54) — Alimentation Couche Tard

(58:09) — Alternative Asset Managers, Apollo Group 

(1:04:09) — Burford, Niche Area of Littigation Finance 

(1:13:02) — Progressive Insurance 

(1:15:26) — What is LTL? TFI and Old Dominion 

(1:23:29) — Spotify, Daniel Ek as a Founder 

(1:30:02) — Mercado Libre, Developed Markets  vs Developing Markets

(1:41:00) — Take Aways and Closing Comments 

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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/