A Simple Path to Superb Returns w/ Anthony Kingsley (RWH036)

แชร์
ฝัง
  • เผยแพร่เมื่อ 10 พ.ย. 2023
  • William Green chats with Anthony Kingsley, who oversees more than $10 billion at an investment firm named Findlay Park. Anthony is the portfolio manager of the Findlay Park American Fund, which has crushed its benchmark index by 1,200 percentage points over 25 years. Here, he discusses his firm’s surprisingly simple path to exceptional returns.
    IN THIS EPISODE, YOU’LL LEARN:
    - What Anthony Kingsley learned from his great mentor, James Findlay.
    - Why their firm, Findlay Park, lives by the mantra “Keep it simple.”
    - How the firm structures its fees to be simple & fair.
    - Why the key to long-term success is avoiding disaster.
    - How Anthony harnesses diversification to reduce stress.
    - How to incentivize a team of equity analysts.
    - How he avoids repeating common investment mistakes.
    - How he developed his 28-point investing checklist.
    - Why he focuses intensely on analyzing corporate culture.
    - Why it’s perilous to dismiss or ignore ESG.
    - Why he’s more excited about mid-caps than mega-caps.
    - Why he never invests in biotech or pharma.
    - What makes the US a wonderful market for investors.
    - Why he’s optimistic about the UK’s economic future.
    - How he balances work, family, & play.
    - What role luck has played in his success.
    🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig and the other community members: theinvestorspodcast.com/maste...
    🥗 Feed your body the nutrients it craves with Ka’Chava, an all-in-one, plant-based superblend made up of superfoods, greens, plant proteins, antioxidants, adaptogens, and probiotics! Get 10% off on your first order today! kachava.com/wsb
    💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: www.theinvestorspodcast.com/s...
    ▶️ RELATED EPISODES:
    - How To Succeed In Business, Investing, & Life w/ Tom Gayner: • How To Succeed In Busi...
    - What I’ve Learned From Charlie Munger, Mohnish Pabrai, Tom Gayner, & John Spears: • What I’ve Learned From...
    - What I’ve Learned From Warren Buffett & Charlie Munger w/ Chris Davis: • What I’ve Learned From...
    🎧 Listen to our episodes here: link.chtbl.com/TIP-RWH
    🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/r...
    📖 BOOKS MENTIONED:
    - The Checklist Manifesto by Atul Gawande: amzn.to/40s88x4
    - Why We Sleep by Matthew Walker: amzn.to/40r4CTN
    - Richer, Wiser, Happier by William Green: amzn.to/3EC7aUT
    Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
    💡 OTHER RESOURCES
    - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future - Use our link here for a 14-day free trial: www.sahg6dtr.com/59QC8Z/R74QP/
    ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
    ABOUT OUR SHOW 🎙
    On Richer, Wiser, Happier, William Green interviews high-profile guests such as Howard Marks, Joel Greenblatt, and Ray Dalio. Exploring what they can teach us about how to succeed in markets and life.
    🌍 Website: www.theinvestorspodcast.com/r...
    📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! www.theinvestorspodcast.com/s...
    ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
    📚OUR FREE INVESTING COURSES/RESOURCES www.theinvestorspodcast.com/t...
    📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE www.theinvestorspodcast.com/t...
    ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
    ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

ความคิดเห็น • 33

  • @WeStudyBillionaires
    @WeStudyBillionaires  6 หลายเดือนก่อน

    📌 Check out this video next: th-cam.com/video/Oeo66H4lM-g/w-d-xo.html
    ⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!

  • @dcsayre1
    @dcsayre1 6 หลายเดือนก่อน +3

    31 minutes is a gold mine of information of what to look for and avoid. Many of those metrics are difficult to quantify.

  • @sheduprapsel9954
    @sheduprapsel9954 6 หลายเดือนก่อน +9

    Teach us how to read balance sheet in detail and exact calculations of ROIC .. thanks 🙏

    • @alverzenongkhlaw5688
      @alverzenongkhlaw5688 6 หลายเดือนก่อน

      Study quarterly return,year on year return, net profit,eps and that will give some idea..Check shareholders, promoters

    • @Dividendflywheel
      @Dividendflywheel หลายเดือนก่อน

      Buy an index fund and you will BEAT 92% of professional money managers (who have multiple college degrees and an army of stock analysts). Read the SPIVA Report to verify my claim. Best wishes

  • @pkozanov
    @pkozanov 6 หลายเดือนก่อน +3

    Thank you, William! Your interviews are always very informative and enjoyable at the same time! I look forward to your next interview with Laura Geritz!

    • @WeStudyBillionaires
      @WeStudyBillionaires  6 หลายเดือนก่อน +1

      Glad you like them! Thank you for watching🙏

    • @RicherWiserHappier
      @RicherWiserHappier 6 หลายเดือนก่อน +1

      Many thanks, @pkkozanov! Much appreciated. Warm wishes, William

  • @arangotan
    @arangotan หลายเดือนก่อน

    Excellent interview and investing mindset

  • @jonnagap87
    @jonnagap87 5 หลายเดือนก่อน +1

    This is a top class interview! This is exactly what individual investors should aim for. If you want excitement and quick wins, go to a casino!

  • @johnweber5799
    @johnweber5799 6 หลายเดือนก่อน

    Great company but it doesn’t seem available in the United States. Are there other companies which follow similar patterns of business?

  • @michaelfriend3990
    @michaelfriend3990 6 หลายเดือนก่อน +1

    Super interview!

  • @xiaodongtian8241
    @xiaodongtian8241 6 หลายเดือนก่อน +2

    Nice

  • @george6977
    @george6977 6 หลายเดือนก่อน +1

    👍

  • @Klorel123
    @Klorel123 6 หลายเดือนก่อน +1

    this was surprisingly good, thanks a lot.
    too bad you can't reproduce that just by hearing the interview. most of it is too vague.
    analyse several stocks with him as a video stream. taht would be great. case studies might help, i guess.

  • @goatshit23
    @goatshit23 6 หลายเดือนก่อน

    saying that nvidia didn't exist 25 years ago kind of is a yellow flag to everything else - I've made statements very similar to that where I had no clue if it was true or not

    • @RicherWiserHappier
      @RicherWiserHappier 6 หลายเดือนก่อน

      Thanks for your message. It went public in 1999, so 25 years isn't that far off! Warm wishes, William

    • @RolfStumpfRailMedia
      @RolfStumpfRailMedia 6 หลายเดือนก่อน +1

      ​@@RicherWiserHappierSame year the GeForce series was launched.

  • @romanhryniszak1887
    @romanhryniszak1887 6 หลายเดือนก่อน +5

    Lost me at esg

  • @clubuldeinvestitii
    @clubuldeinvestitii 6 หลายเดือนก่อน +5

    These are getting repetitive - same lessons over and over. Nothing new or unique shines through so I find myself listening to RWH episodes less and less

    • @highestranked
      @highestranked 6 หลายเดือนก่อน +11

      Personally, I don’t mind being reminded of these concepts

    • @michaelfriend3990
      @michaelfriend3990 6 หลายเดือนก่อน +6

      I think this kinda the point

    • @tennis434
      @tennis434 6 หลายเดือนก่อน +1

      Agreed - I care about stock reviews and finding quality companies to invest in. If that isn’t the direction this channel is going in, I won’t continue watching

    • @bobbysahye
      @bobbysahye 2 หลายเดือนก่อน

      Amazing podcadt.The 90"s was a year of misery hardship and problems .Being a medical student in my early 20's ,I remember it very clearly.

    • @Dividendflywheel
      @Dividendflywheel หลายเดือนก่อน

      @@highestrankedAgreed reinforcing the boring, tried, true and profitable principle. Serve as a guard rail from drifting away from what works