TIP649: Owning Stocks for the Long Run w/ Pierre-Olivier Langevin

We Study Billionaires - The Investor’s Podcast Network

Вміст надано Stig Brodersen and The Investor's Podcast Network. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Stig Brodersen and The Investor's Podcast Network або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

5M ago 1:12:45

MP3•Головна епізоду

On today’s episode, Clay Finck is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record, achieving 16.0% annualized returns since 2009 compared to 11.3% for their benchmark.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:35 - What led Pierre to join Medici just two years after they started.

06:08 - Medici’s formula for outperforming the market.

12:30 - How Pierre identifies the moat within a great business.

29:08 - Medici’s bull thesis on Dollarama.

38:36 - What keeps Medici in Meta stock.

49:36 - How Meta is approaching capital allocation.

56:05 - How Pierre gets comfortable with Meta given the level of change they are bound to see over the next decade.

01:04:19 - An investment overview of O’Reilly Automotive.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Related Episode: Listen to TIP626: Intelligent & Rational Long-Term Investing w/ Francois Rochon, or watch the video.
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