In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy!

*~*~*~*~*

~Speedwell Mentioned Memos~

The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space

What is a Fair Investment Assumption?

What is a Great Business?

*~*~*~*~*

Get access to all of Speedwell Research's in-depth Research Reports here.

If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Why Look for Great Companies

(4:27) — Becoming a Great Company, Amazon

(10:00) — Dolby Atmos

(19:21) — Value Extraction

(33:48) — Valuation Framework

(45:43) — Airline’s a Great Businesses?

(54:18) — Epistemology

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~*

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses

The Synopsis

Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses