Start / The Intrinsic Value Podcast – The Investor’s Podcast Network / Mi314 the art of quality investing w compounding quality

The Intrinsic Value Podcast – The Investor’s Podcast Network

MI314: The Art Of Quality Investing w/ Compounding Quality

72 min • 26 december 2023

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:

Connect with Kyle: Twitter | LinkedIn | Website

Connect with Compounding Quality: Twitter | Substack

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

Senaste avsnitt

TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke

20 juli | 90 min

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

13 juli | 70 min

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

6 juli | 84 min

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

29 juni | 101 min

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

22 juni | 74 min

MI314: The Art Of Quality Investing w/ Compounding Quality

Senaste avsnitt

TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley

TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke

TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley

TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley

TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke

TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke

TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley

TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley

(Trailer) The Intrinsic Value Podcast

MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley

MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley

MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley

MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley

MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley

MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley

MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley

MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley

MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley

MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley

MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley

MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley

MI371: The Case for Alibaba w/ Daniel Mahncke

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke

MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc

MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley

MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley

MI Rewind: The Science of Hitting w/ Alexander Morris

MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley

MI Rewind: Is FAANG the New Value? w/ John Huber

MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley

MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood

MI365: The Memos of Howard Marks w/ Shawn O'Malley

MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi

MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley

MI Rewind: Bitcoin and Financial Independence w/ Jim Crider

MI363: Valuing Universal Music Group w/ Shawn O'Malley

MI Rewind: The Millionaire Fastlane w/ MJ DeMarco

Millennial Investing Podcast Trailer

MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley

MI Rewind: Why Buy Bitcoin w/ Andy Edstrom

MI361: Poor Charlie's Almanack w/ Shawn O'Malley

MI Rewind: Naval w/ Eric Jorgenson

MI360: The Outsiders w/ Shawn O'Malley

MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth

MI359: The Intelligent Investor w/ Shawn O'Malley

MI Rewind: Masterclass on NFTs and Business w/ Tom Bilyeu

MI358: The Essays of Warren Buffett w/ Shawn O'Malley

MI Rewind: Bitcoin Conference Recap w/ Blue Collar Bitcoin

MI357: The Sloth Investor w/ R P Stevens

MI Rewind: What is Money? w/ Jim Crider

MI356: Investing in Rare Collectibles w/ Rob Petrozzo

MI Rewind: The Bogle Effect w/ Eric Balchunas

MI355: The Real Estate Deal Maker w/ Henry Washington

MI Rewind: Invest Better Using Focus and Essentialism w/ Greg McKeown