Quality Investing: Companies That Thrive in the Long Term w/ Christian Billinger (TIP582)
发布时间 2023-10-12 23:45:00 来源
摘要
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Clay is joined by Christian Billinger to discuss his quality investing philosophy.
Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM in London.
▶️ RELATED EPISODES:
- How To Succeed In Business, Investing, & Life w/ Tom Gayner: https://youtu.be/TUG0xxdL0O8
- Investing in Quality Businesses & the Art of Lifelong Learning w/ Gautam Baid: https://youtu.be/_9l5XTZY5b0
- The Quest for Quality w/ Chris Begg: https://youtu.be/gggd4dohwkM
- Investing for Growth & Lessons from Terry Smith: The Warren Buffett of Britain: https://youtu.be/rc9EiTNlEmo
IN THIS EPISODE, YOU’LL LEARN:
- What quality investing is and why it works.
- How Christian assesses the reinvestment rate for a business and a company’s runway.
- Why soul in the game is more important than skin in the game.
- Qualities to look for to find operating managers with soul in the game.
- Why Christian prefers investing in family-owned public equities.
- Why he highly prioritizes removing the risk of losing money.
- What differentiates Christian’s current holdings from companies on his watchlist.
- What Christian learned from working with institutional investors.
- What stands out to Christian about Markel.
- Why Tom Gayner is an investor and business manager worth studying.
- How the investment outlook between Berkshire and Markel differ.
- Why Christian’s fund is heavily invested in the spirits industry, and what has led to the recent underperformance in 2023.
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🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/quality-defensive-investing-w-christian-billinger/
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