What is a high-quality company? w/ Drew Cohen from Speedwell Research
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- čas přidán 26. 06. 2024
- Hi again!
It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I talk with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've ever researched.
Drew and I have also written some articles related to this topic, here they are...
My article: www.bestanchorstocks.com/p/th...
Drew's article: t.co/IB7BWV8ErA
I also recommend checking our investment research services out. You can find mine at bestanchorstocks.com and Drew's in speedwellresearch.com/.
As always, don't forget to subscribe and leave a like if you enjoy the content. It's very much appreciated!
You an also listen to the episode on Spotify: open.spotify.com/episode/6Pdk...
Love this channel, very interesting topics
Chuck Akre said it best when he talked about his three-legged stool - kind to shareholders, a kind of moat, and a long runway for growth.
Excellent interview!
Thank you very much!
If only I had listen to this before I invested in Paypal, Snowflake, First Republic etc etc - Sigh 😞
The good thing about investing is that it's a journey, not a destination! Always time to continue learning