On today’s show, Stig Brodersen talks with co-host Clay Finck. They outline how and why you should invest in high-quality businesses.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:43 - How to identify the best businesses
06:00 - Why you need to focus on barriers of entry when assessing a stock
06:44 - Why competition is for losers
18:28 - When management is important and not important in high-quality investing
23:07 - How you want the management to be compensated
24:41 - Why insider ownership is not only important but even more so how it was acquired.
57:13 - Why you should invest in stocks with two engines
1:03:01 - What is the Berkshire Summit, and how do you attend?
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Our episode with Christian Billinger about quality investing | YouTube Video.
- Our episode on The Outsiders about the best CEOs | YouTube Video.
- Our episode about Dino Polska. A compounder with high insider ownership | YouTube Video.
- Chris Mayer’s book, 100-baggers - read reviews of this book.
- Lawrence Cunningham’s book, Quality Investing - read reviews of this book.
- Robert Pirsig’s book, Zen and the Art of Motorcycle Maintenance - read reviews of this book.
- Check out all the books mentioned and discussed in our podcast episodes here.
NEW TO THE SHOW?
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- Browse through all our episodes (complete with transcripts) here.
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- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Efani
- Salesforce
- Toyota
- Vanta
- Babbel
- Shopify
- Notion AI
- NetSuite
- Noble Gold Investments
- Ka'Chava
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