MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley | The Intrinsic Value Podcast - The Investor’s Podcast Network | Podwise
This podcast episode focuses on "hidden compounders"—companies with strong, unassuming business models that generate high returns but remain relatively unknown to the market. The host discusses the concept, using examples like Old Dominion Freight Lines (a trucking company) and Murphy USA (gas stations), highlighting how their less-obvious competitive advantages lead to significant, long-term returns for investors. He also explores the concept of "invisible moats," where a company's competitive edge is difficult to pinpoint, contrasting them with well-known compounders like Apple. The episode concludes by emphasizing the importance of patience and identifying companies with durable business models for long-term investment success, referencing the Lindy Effect. The host suggests that focusing on less-flashy, established businesses can lead to superior risk-adjusted returns over time.
