
TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve
Published on Nov 28
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0:000:00
On today’s episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:02:42 - Why Compounders deserve to trade at a premium
00:10:13 - The three parameters necessary for successful compounding
00:12:49 - The two approaches for reinvestment that compounders take advantage of
00:14:42 - How compounders create resiliency
00:19:37 - The reasons Sweden has so many successful serial acquirers
00:25:25 - About the two pioneers of Swedish decentralization
00:25:25 - Why Electrolux has created so many great business cultures
00:31:03 - The importance of discipline to successful serial acquirers
00:38:36 - The benefits of working capital KPIs
00:57:54 - The surprising ingredient of compounders
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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