In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo Libre, and more!

Find out more about Biz Almanac's research and writings here and follow him on Twitter @BizAlmanac.

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) Intro

(0:59) What is your Investment Philosophy? Why focus on Owner Operated Businesses?

(13:47) — How do you pick companies to vette?

(19:51) — When to Sell and we discuss a Controversial Study's Conclusions

(34:30) — TerraVest

(45:54) — Alimentation Couche Tard

(58:09) — Alternative Asset Managers, Apollo Group

(1:04:09) — Burford, Niche Area of Littigation Finance

(1:13:02) — Progressive Insurance

(1:15:26) — What is LTL? TFI and Old Dominion

(1:23:29) — Spotify, Daniel Ek as a Founder

(1:30:02) — Mercado Libre, Developed Markets vs Developing Markets

(1:41:00) — Take Aways and Closing Comments

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac"

The Synopsis