Value Hive Podcast

Kyler Hasson: Buying Quality Compounders At A Fair Price


Listen Later

This week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he's a Compounder Bro. Kyler didn't follow the "normal" investor path, if there is one. 

He started dabbling in investing at age 18 and was immediately hooked on quality investing. Hasson skipped much of the cigar-butt stage and instead spent his time learning about the best businesses possible, and trying to hold them for long periods of time. 

Our conversation covered a wide breadth of topics, including: 

  • Competitive advantages and churn rates in banking
  • Quality and Valuation 
  • Portfolio Allocation
  • Psychology of managing other people's money 
  • And more!

    Here is the show time-stamp: 

    • 1:00 - Intro
    • 9:11 - TransDigm $TDG
    • 20:44 - Portfolio Construction 
    • 28:05 - Underwriting Returns
    • 36:59 - Banking and Competitive Advantages
    • 43:04 - Holding Only The Best Ideas
    • 49:58 - Managing Other People's Money 
    • 58:24 - When To Give People Their Money Back
    • 65:51 - Where Kyler's Finding Ideas 
    • 75:06 - Closing Questions
    • If you want to learn more about Kyler, check out these resources: 

      • Concentrated Compounding Website
      • Twitter
      • ...more
        View all episodesView all episodes
        Download on the App Store

        Value Hive PodcastBy Brandon Beylo

        • 4.8
        • 4.8
        • 4.8
        • 4.8
        • 4.8

        4.8

        85 ratings


        More shows like Value Hive Podcast

        View all
        Top Traders Unplugged by Niels Kaastrup-Larsen

        Top Traders Unplugged

        574 Listeners

        Macro Voices by Hedge Fund Manager Erik Townsend

        Macro Voices

        3,059 Listeners

        The Meb Faber Show - Better Investing by The Idea Farm

        The Meb Faber Show - Better Investing

        923 Listeners

        Grant’s Current Yield Podcast by Grant's Interest Rate Observer

        Grant’s Current Yield Podcast

        669 Listeners

        Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

        Capital Allocators – Inside the Institutional Investment Industry

        813 Listeners

        Focused Compounding by Andrew Kuhn and Geoff Gannon

        Focused Compounding

        274 Listeners

        Chit Chat Stocks by Chit Chat Stocks

        Chit Chat Stocks

        172 Listeners

        The Market Huddle by Patrick Ceresna & Kevin Muir

        The Market Huddle

        363 Listeners

        The Acquirers Podcast by Tobias Carlisle

        The Acquirers Podcast

        301 Listeners

        Excess Returns by Excess Returns

        Excess Returns

        68 Listeners

        Yet Another Value Podcast by Andrew Walker

        Yet Another Value Podcast

        99 Listeners

        The Business Brew by Bill Brewster

        The Business Brew

        243 Listeners

        Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

        Behind the Balance Sheet

        44 Listeners

        Forward Guidance by Blockworks

        Forward Guidance

        279 Listeners

        Monetary Matters with Jack Farley by Jack Farley

        Monetary Matters with Jack Farley

        99 Listeners