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How They Invest: Compound Kings (KNGS) Approach to Technology Value Investing | Episode #129
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Innehåll tillhandahållet av Outlier Academy and Daniel Scrivner | Outlier Academy. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Outlier Academy and Daniel Scrivner | Outlier Academy eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
“The investment management business actually looks a lot more like every other business, where there's products, there's marketing, and there's distribution, and you have to be outstanding at all three of those things in order to succeed in this business.” – Robert Cantwell, Founder and CIO of Compound Kings
Chapters
(00:02:23) Introduction
(00:04:53) Defining a compounder (growth, profitability, high ROIC)
(00:06:22) Investing in challenging markets
(00:14:26) Robert’s thoughts on the rise of active management
(00:17:28) Why so much money is still in mutual funds
(00:19:33) Thematic ETFs and where they can go wrong
(00:39:05) Why investing in public markets is so challenging
(00:46:09) Top three positions in Compound Kings today: Meta, ServiceNow, and Adyen
(01:05:35) What it’s like to build an ETF business
Explore the episode notes.
Search and down a transcript and find links to related books, interviews, lectures, and more: outlieracademy.com/129.
About Robert Cantrell and Compound Kings.
Robert Cantwell is the Founder of Upholdings and Portfolio Manager of Compound Kings, which is an exchange-traded fund focused on investing in companies often called compounders. Compounders are typically profitable, growing, and generate very high returns on invest capital (ROIC).
Watch and listen.
Find this episode in your favorite podcast app
Get new episodes delivered via email
Brought to you by HVMN. With Ketone-IQ, fuel your best anytime with a boost of awesome-feeling energy and clarity. Unlock the power of nature's superfuel—no fasting or keto diet required.
Advertise with Outliers and reach our global community
Learn more about your ad choices. Visit megaphone.fm/adchoices
420 episoder
How They Invest: Compound Kings (KNGS) Approach to Technology Value Investing | Episode #129
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors
Dela
Fetch error
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Last successful fetch was on May 21, 2024 10:03 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 396447762 series 2781663
Innehåll tillhandahållet av Outlier Academy and Daniel Scrivner | Outlier Academy. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Outlier Academy and Daniel Scrivner | Outlier Academy eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
“The investment management business actually looks a lot more like every other business, where there's products, there's marketing, and there's distribution, and you have to be outstanding at all three of those things in order to succeed in this business.” – Robert Cantwell, Founder and CIO of Compound Kings
Chapters
(00:02:23) Introduction
(00:04:53) Defining a compounder (growth, profitability, high ROIC)
(00:06:22) Investing in challenging markets
(00:14:26) Robert’s thoughts on the rise of active management
(00:17:28) Why so much money is still in mutual funds
(00:19:33) Thematic ETFs and where they can go wrong
(00:39:05) Why investing in public markets is so challenging
(00:46:09) Top three positions in Compound Kings today: Meta, ServiceNow, and Adyen
(01:05:35) What it’s like to build an ETF business
Explore the episode notes.
Search and down a transcript and find links to related books, interviews, lectures, and more: outlieracademy.com/129.
About Robert Cantrell and Compound Kings.
Robert Cantwell is the Founder of Upholdings and Portfolio Manager of Compound Kings, which is an exchange-traded fund focused on investing in companies often called compounders. Compounders are typically profitable, growing, and generate very high returns on invest capital (ROIC).
Watch and listen.
Find this episode in your favorite podcast app
Get new episodes delivered via email
Brought to you by HVMN. With Ketone-IQ, fuel your best anytime with a boost of awesome-feeling energy and clarity. Unlock the power of nature's superfuel—no fasting or keto diet required.
Advertise with Outliers and reach our global community
Learn more about your ad choices. Visit megaphone.fm/adchoices
420 episoder
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Liknande Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
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Gå offline med appen Player FM !
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