Переходьте в офлайн за допомогою програми Player FM !
What do all successful investments share, Thatcher Martin of Spree Capital?
Manage episode 305102566 series 2933565
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and his investment in the eBay stock and the Upwork stock.
Here are the timestamps:
00:00 Introduction
00:12 Origin of the name Spree Capital
01:50 His minimalist website
03:45 Saying “no”
04:18 Saying “yes”
17:20 First career steps
22:40 Building a firm
23:30 Forming investing process
24:50 Time management
26:26 Investors of Spree Capital
29:00 Mistakes
31:30 Integrating learnings
36:20 8 aspects of a high-quality businesses
37:40 Selecting 20 businesses for the portfolio
41:00 Managing risk
42:00 The tool of qualitative analysis
44:30 Analysing the business model
47:00 How long do you analyze?
47:53 The Upwork stock investment
01:02:25 Community exclusive
01:03:15 Role of management
01:04:54 Dealing with competitive businesses in an industry
01:08:22 Deep understanding is key
01:10:00 Selling
01:12:20 Example of eBay stock
01:26:00 US markets vs global markets
01:28:35 Disclaimer
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
My community: www.good-investing.net/plus/
Say thank you: https://www.good-investing.net/thank-you/
Disclaimer: https://www.good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
What do all successful investments share, Spree Capital? appeared first on Good Investing.
84 епізодів
Manage episode 305102566 series 2933565
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses. We discussed the eight commonalities of high-quality businesses and his investment in the eBay stock and the Upwork stock.
Here are the timestamps:
00:00 Introduction
00:12 Origin of the name Spree Capital
01:50 His minimalist website
03:45 Saying “no”
04:18 Saying “yes”
17:20 First career steps
22:40 Building a firm
23:30 Forming investing process
24:50 Time management
26:26 Investors of Spree Capital
29:00 Mistakes
31:30 Integrating learnings
36:20 8 aspects of a high-quality businesses
37:40 Selecting 20 businesses for the portfolio
41:00 Managing risk
42:00 The tool of qualitative analysis
44:30 Analysing the business model
47:00 How long do you analyze?
47:53 The Upwork stock investment
01:02:25 Community exclusive
01:03:15 Role of management
01:04:54 Dealing with competitive businesses in an industry
01:08:22 Deep understanding is key
01:10:00 Selling
01:12:20 Example of eBay stock
01:26:00 US markets vs global markets
01:28:35 Disclaimer
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
My community: www.good-investing.net/plus/
Say thank you: https://www.good-investing.net/thank-you/
Disclaimer: https://www.good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
What do all successful investments share, Spree Capital? appeared first on Good Investing.
84 епізодів
Усі епізоди
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.