Simon Kold, Liam Gerrard (Narrator), "On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability"
English | ASIN: B0DLPH6LDM | 2024 | MP3@64 kbps | ~08;30:00 | 234 MB
An unparalleled practical training tool for investment analysis, On the Hunt for Great Companies helps listeners move beyond using rules of thumb for companies or investment hypotheses based on broad-level pattern recognition. Listeners will learn how to assess all the essential traits of a good business, including passionate management, staying power, abnormal reinvestment options, low dependency risk, and to identify emerging quality.
This book is supported by a wealth of real-world examples, both contemporary and historical, and true business stories and anecdotes from investor and former comedian Simon Kold. In this book, listeners will learn about:
● Elements of intense and durable competitive advantage such as scale economies, switching costs, network effects, brands, proprietary resources, and modest value extraction
● Methods to formulate falsifiable test statements and empirically test those predictions, rather than relying on heuristics or box-checking
Detailed, sophisticated, and highly actionable, On the Hunt for Great Companies is an essential for professional investors of all sizes, in all industries, in both public and private markets.