Interview. Best Anchor Stocks' Leandro on Multiples, Nintendo, Hermes, and Quality Companies.
Episode description
In this wide spanning interview episode we talk with Best Anchor Stocks' Leandro on investment philosophy, quality businesses, Nintendo, Deere, Copart, Hermes, and much more!
Find out more about Best Anchor Stocks here, follow Leandro on Twitter @Invesquotes and Best Anchor Stocks Podcast can be found here.
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Show Notes
(0:00) Intro
(1:16) What Characterizes a Good Business?
(6:15) Multiples, Implied Valuation, Reverse DCF
(26:00) Great Companies and Valuation, Copart, Constellation Software
(35:32) Nintendo and Deere, Transitioning Business Models
(49:01) Hermes, Durability, Ferrari, Rolex, and Luxury
(1:15:12) A Good Business versus a Good Investment
(1:18:05) Book Recommendations
(1:22:58) Conculsion
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/