Welcome to the Investing for Beginners podcast! In this episode, we are joined by Pieter from Compounding Quality for the third time. Pieter shares his insights on transitioning from value investing to quality investing, the importance of return on invested capital, and how to identify high-quality stocks. He also discusses his personal investment strategies, including portfolio construction, the significance of high reinvestment rates, and the value of continuous learning.
00:00 Welcome and Introduction
00:40 The Journey to Quality Investing
03:06 Influential Mentors and Learning Resources
06:50 Daily Habits and Reading Goals
12:03 Investment Strategies and Checklists
18:09 Analyzing Return on Invested Capital
27:02 Conservative Growth Projections
28:01 Evaluating Management Guidance
29:09 Analyst Estimates and Margin of Safety
31:22 Intrinsic Value and Long-Term Returns
37:06 Portfolio Construction Strategies
41:52 Research and Deep Dives
48:33 The Future of Investing Legends
51:03 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
More from Pieter:
Substack: Compounding Quality
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