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Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what to consider when looking at a businesses reinvestment rate, a look at why he likes Dino Polska, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:09 - The qualitative and quantitative criteria of quality investing.
12:46 - Why investors should focus on high-quality businesses for long-term rewards.
05:31 - Why intelligent investors should exclude companies with unclear business models.
10:02 - The importance of looking for a successful track record of a business for at least 5 to 10 years.
19:03 - How you can differentiate between secular growth and short-term market events.
19:03 - Why investors should allocate a significant portion of time to high-quality companies with strong management.
38:34 - Why investors should focus on management factors like compensation, incentives, and insider ownership.
45:11 - Some strategies to safeguard investments against disruptive forces via innovation.
50:28 - Why investors should consider returns on invested capital compared to rivals.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Kyle: Twitter | LinkedIn | Website
Connect with Compounding Quality: Twitter | Substack | Facebook | LinkedIn | YouTube
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
4.7
545545 ratings
Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what to consider when looking at a businesses reinvestment rate, a look at why he likes Dino Polska, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:09 - The qualitative and quantitative criteria of quality investing.
12:46 - Why investors should focus on high-quality businesses for long-term rewards.
05:31 - Why intelligent investors should exclude companies with unclear business models.
10:02 - The importance of looking for a successful track record of a business for at least 5 to 10 years.
19:03 - How you can differentiate between secular growth and short-term market events.
19:03 - Why investors should allocate a significant portion of time to high-quality companies with strong management.
38:34 - Why investors should focus on management factors like compensation, incentives, and insider ownership.
45:11 - Some strategies to safeguard investments against disruptive forces via innovation.
50:28 - Why investors should consider returns on invested capital compared to rivals.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Kyle: Twitter | LinkedIn | Website
Connect with Compounding Quality: Twitter | Substack | Facebook | LinkedIn | YouTube
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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