What can I learn from “On the Hunt for Great Companies”?

Get the book (affiliate link): https://www.amazon.com/dp/1394285744?tag=goodinvesting-20

Simon Kold spent 10 years investing at Novo Holdings and then started his own investment firm. His book On the Hunt for Great Companies gives you practical ways to test whether a business is truly great and whether that greatness will last. In this talk you learn how he judges quality and which common mistakes to avoid.

In this episode:
• Spotting a possibly great company is easy. Testing whether it really is great is the hard part.
• Why Simon calls the book an analytical recipe, and why very few companies meet every trait.
• How to check management: read its past reports in order and compare what it said with what happened.
• Why you should look for competitive disadvantages, too.
• Why thinking by analogy, like “the Visa of” something, can lead you astray.

Learn more about Simon
Website: https://www.simonkold.com
LinkedIn: https://www.linkedin.com/in/simon-kold/

Watch the video: https://www.youtube.com/watch?v=w8cJWuROFQ8
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This episode is for educational purposes only. It is not investment advice. As an Amazon Associate we earn from qualifying purchases. Full disclaimer: https://good-investing.net/imprint/disclaimer/