#63 Simon Kold: On the Hunt for Great Companies

This podcast episode interviews Simon Kold, author of "On the Hunt for Great Companies," focusing on evaluating business quality. The discussion covers Kold's unconventional path to investing, his book's structure (people, moats, risks), and his approach to assessing management (analyzing past statements and actions). Kold emphasizes the importance of understanding both competitive advantages and disadvantages, using the analogy of boxers with different strengths. Listeners gain practical insights into evaluating business quality, identifying passionate management, and assessing cyclical risks, ultimately improving their investment decision-making.