The Intrinsic Value Podcast - The Investor’s Podcast Network

MI314: The Art Of Quality Investing w/ Compounding Quality


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Kyle Grieve chats with Compounding Quality about the benefits of quality investing, the tenets of a quality business, why returns on invested capital are the most important metric for measuring quality, the aspects of a quality management team, the attributes of a successful investor, the simple way to measure the returns of an investment, and a whole lot more!


IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

07:28 - Why investing in quality is so attractive to investors.

12:40 - The data behind the success of founder-led businesses.

12:40 - Key investing lessons from Warren Buffet, Terry Smith, and Chuck Akre.

33:12 - Why do businesses with high and sustainable returns on invested capital make such a great investment?

28:33 - A simple breakdown of the different types of moats a business has.

47:43 - Why thinking long-term, patience, discipline, and continuous learning are integral for investment success.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Read Compounding Quality’s Substack here.
  • Buy yourself a copy of Investing For Growth By Terry Smith here.
  • Buy yourself a copy of Quality Investing by Lawrence Cunningham, Torkell T. Eide, and Patrick Hargreaves here.
  • Buy yourself a copy of Quality Shareholders by Lawrence Cunningham here.
  • Buy yourself a copy of The Founder's Mentality: How to Overcome the Predictable Crises of Growth by Chris Zook and James Allen here.
  • Buy yourself a copy of The Checklist Manifesto by Atul Gawande here.
  • Buy yourself a copy of Stock’s For The Long Run By Jeremy Siegel here.
  • Check out the books mentioned in the podcast here.

  • NEW TO THE SHOW?

    • Check out our Millennial Investing Starter Packs.
    • Browse through all our episodes (complete with transcripts) here.
    • Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
    • Enjoy exclusive perks from our favorite Apps and Services.
    • Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
    • Learn how to better start, manage, and grow your business with the best business podcasts.

    • SPONSORS

      Support our free podcast by supporting our sponsors:

      • TurboTax
      • Public
      • Airbnb

      • Connect with Kyle: Twitter | LinkedIn | Website

        Connect with Compounding Quality: Twitter | Substack


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