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How They Invest: Compound Kings (KNGS) Approach to Technology Value Investing | Episode #129
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Manage episode 396447762 series 2781663
Indhold leveret af Outlier Academy and Daniel Scrivner | Outlier Academy. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Outlier Academy and Daniel Scrivner | Outlier Academy eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
“The investment management business actually looks a lot more like every other business, where there's products, there's marketing, and there's distribution, and you have to be outstanding at all three of those things in order to succeed in this business.” – Robert Cantwell, Founder and CIO of Compound Kings
Chapters
(00:02:23) Introduction
(00:04:53) Defining a compounder (growth, profitability, high ROIC)
(00:06:22) Investing in challenging markets
(00:14:26) Robert’s thoughts on the rise of active management
(00:17:28) Why so much money is still in mutual funds
(00:19:33) Thematic ETFs and where they can go wrong
(00:39:05) Why investing in public markets is so challenging
(00:46:09) Top three positions in Compound Kings today: Meta, ServiceNow, and Adyen
(01:05:35) What it’s like to build an ETF business
Explore the episode notes.
Search and down a transcript and find links to related books, interviews, lectures, and more: outlieracademy.com/129.
About Robert Cantrell and Compound Kings.
Robert Cantwell is the Founder of Upholdings and Portfolio Manager of Compound Kings, which is an exchange-traded fund focused on investing in companies often called compounders. Compounders are typically profitable, growing, and generate very high returns on invest capital (ROIC).
Watch and listen.
Find this episode in your favorite podcast app
Get new episodes delivered via email
Brought to you by HVMN. With Ketone-IQ, fuel your best anytime with a boost of awesome-feeling energy and clarity. Unlock the power of nature's superfuel—no fasting or keto diet required.
Advertise with Outliers and reach our global community
Learn more about your ad choices. Visit megaphone.fm/adchoices
420 episoder
How They Invest: Compound Kings (KNGS) Approach to Technology Value Investing | Episode #129
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors
Del
Fetch error
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Last successful fetch was on April 01, 2024 14:40 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 396447762 series 2781663
Indhold leveret af Outlier Academy and Daniel Scrivner | Outlier Academy. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Outlier Academy and Daniel Scrivner | Outlier Academy eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
“The investment management business actually looks a lot more like every other business, where there's products, there's marketing, and there's distribution, and you have to be outstanding at all three of those things in order to succeed in this business.” – Robert Cantwell, Founder and CIO of Compound Kings
Chapters
(00:02:23) Introduction
(00:04:53) Defining a compounder (growth, profitability, high ROIC)
(00:06:22) Investing in challenging markets
(00:14:26) Robert’s thoughts on the rise of active management
(00:17:28) Why so much money is still in mutual funds
(00:19:33) Thematic ETFs and where they can go wrong
(00:39:05) Why investing in public markets is so challenging
(00:46:09) Top three positions in Compound Kings today: Meta, ServiceNow, and Adyen
(01:05:35) What it’s like to build an ETF business
Explore the episode notes.
Search and down a transcript and find links to related books, interviews, lectures, and more: outlieracademy.com/129.
About Robert Cantrell and Compound Kings.
Robert Cantwell is the Founder of Upholdings and Portfolio Manager of Compound Kings, which is an exchange-traded fund focused on investing in companies often called compounders. Compounders are typically profitable, growing, and generate very high returns on invest capital (ROIC).
Watch and listen.
Find this episode in your favorite podcast app
Get new episodes delivered via email
Brought to you by HVMN. With Ketone-IQ, fuel your best anytime with a boost of awesome-feeling energy and clarity. Unlock the power of nature's superfuel—no fasting or keto diet required.
Advertise with Outliers and reach our global community
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Minder om Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
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