Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

#8 Lawrence Cunningham: Quality Investing

#8 Lawrence Cunningham: Quality Investing

FromInvesting by the Books


#8 Lawrence Cunningham: Quality Investing

FromInvesting by the Books

ratings:
Length:
56 minutes
Released:
Nov 2, 2021
Format:
Podcast episode

Description

This episode features the eminent Professor Lawrence Cunningham and his book Quality Investing from 2016. What is his view on the topic today, how do you identify quality companies, and what enables them to outperform? Leading the conversation is Christian Billinger, investment manager of Billinger Förvaltning and part of Investing by the Books website.For full show notes and info about the podcast, go to the episode page.—————————————Episode Chapters(00:07) - Intro by Eddie & Niklas(02:55) - Amendments of the book since 2016?(07:25) - Is quality investing overcrowded?(13:43) - How to identify quality companies?(22:57) - Quality, a hybrid of growth and value(26:16) - Quality companies = gems hiding in plain sight?(31:31) - What enables quality companies to outperform?(38:51) - Higher presence of quality companies in certain geographies, sectors, or market caps?(44:57) - Small-cap quality investing(49:10) - Downside protection in quality investing(50:54) - Great quality investors of today(54:24) - A second quality investing book?—————————————More on Lawrence CunninghamAbout: https://www.law.gwu.edu/lawrence-cunninghamWebsite: https://qualityshareholdersgroup.com/Twitter:https://twitter.com/cunninghamprof—————————————More on Christian BillingerInterview on MOI Global: https://moiglobal.com/christian-billinger-interview-201905/ Billinger Förvaltning: https://www.billingerforvaltning.se/—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Released:
Nov 2, 2021
Format:
Podcast episode

Titles in the series (58)

Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Twitter: @IB_Redeye