Best Anchor Stocks – Détails, épisodes et analyse

In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)

Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry, and we go over all the relevant topics like...

1. What the industry is and its history
2. Growth drivers
3. Competitive dynamics
4. Main players
5. Challenges and headwinds
6. The current state of the industry

If you are looking for an introduction to the industry, this podcast is for you. I also wrote a primer on the industry a while ago which you can find here: https://www.bestanchorstocks.com/p/a-resilient-growth-industry-but-not?r=1sqo5u&utm_campaign=post&utm_medium=web

Don't forget to subscribe to bestanchorstocks.com if you like the content and follow me on X (@invesquotes)

Podcast Disclosure: This podcast is intended with informational purposes only. Do your own due diligence.

Public.com Disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.

See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.

Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US.

They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this trend. Here it is: https://andvariassociates.com/wp-content/uploads/2024/06/2024-06-Andvari-Fortune-Southern-migration.pdf

Lawrence and Doug also host (together with Devin Lasarre) an excellent and atypical podcast called 'Preferred Shares', which I definitely recommend following: https://open.spotify.com/show/0eAZkSKXiEhqT7o2nNplrO?si=172375d7111d498c

You can also listen to this podcast on Spotify: https://open.spotify.com/show/3IXMPlrhB3VOPTfTKBWJ2i?si=e40ad66bd0c14f8b

I'll also leave here a link to a webpage through which you can follow my writing: https://www.bestanchorstocks.com/ Don't forget to like the video and subscribe to the channel if you enjoy the episode. More to come!

All relevant links about me are here: https://t.co/d3PTtIpLbw

Podcast disclosure: Nothing said here is investing advice, the information is shared with educational purposes only. Do your own due diligence.

Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.

See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/

Link to Crossroads Capital: https://www.crossroadscap.io/

Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023

Don't forget to follow the show and leave a review if you enjoy it!

Topics covered...

1. What Ryan considers a high-quality company
2. How Ryan applies the past to his process
3. Thoughts on Big Tech and competition from China
4. Thoughts on Index Concentration
5. Are markets efficient?
6. The importance of a catalyst when investing in small cap
7. The investment case on Vistry and thoughts on the UK stock market
8. Nintendo and how the thesis is playing out

Disclosure: Nothing shared here is investment advice, participants might have positions in the securities discussed. Do your own due diligence.

Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.

See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.

In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as...

• How Ernest got hired at Baskin (comes with good advice for people who might be starting out)
• Why today is different to the dotcom era
• Disruption for tech companies and why we tend to overestimate it
• Adobe and generative AI
• Characteristics of a high quality company
• Dividend investing
• The advantages and disadvantages of leverage
• Capex of the big techs
• How they think about selling
• Mistakes
• Their favorite investment books

As you can see, we covered a lot.

I highly recommend going over Baskin Wealths' web page (https://baskinwealth.com/) and following their podcast (https://open.spotify.com/show/3ntwlj9GW7U1zcHbdgGP6F?si=5255de4333f44d4b)

As always, don't forget you can follow my writing at bestanchorstocks.com and my X account (@invesquotes).

Lastly, feel free to leave a follow and a review if you liked the content!

Disclaimer: As of the moment of this episode, participants might have positions in the securities discussed. The article is intended with information purposes only, do your own due diligence.

Hi again!

It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've ever researched.

Drew and I have also written some articles related to this topic, here they are...

My article: https://www.bestanchorstocks.com/p/the-traits-of-a-high-quality-company

Drew's article: https://t.co/IB7BWV8ErA

I also recommend checking our investment research services out. You can find mine at bestanchorstocks.com and Drew's in https://speedwellresearch.com/.

As always, don't forget to follow the podcast and leave a review if you enjoy the content.

Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics.

For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/

For more information about Best Anchor Stocks, visit our landing page: https://seekingalpha.com/mp/1399-best-anchor-stocks/articles

Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden.

I decided to contact Christian after listening to him speak about quality investing, as I believe the investment style of Billinger Forvaltning is pretty similar to that of Best Anchor Stocks. We focused the conversation on quality investing and on the concept of “hiding in plain sight.”

I have prepared a transcript of the conversation in case you prefer reading it. You can find it in my Substack.

Disclaimer: Nothing said in this conversation should be considered investment advice of any kind. Do your own due diligence. The participants may or may not have positions in the securities discussed.