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We Study Billionaires - The Investor’s Podcast
Guest
On today’s episode, Clay Finck is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record, achieving 16.0% annualized returns since 2009 compared to 11.3% for their benchmark.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:35 - What led Pierre to join Medici just two years after they started.
06:08 - Medici’s formula for outperforming the market.
12:30 - How Pierre identifies the moat within a great business.
29:08 - Medici’s bull thesis on Dollarama.
38:36 - What keeps Medici in Meta stock.
49:36 - How Meta is approaching capital allocation.
56:05 - How Pierre gets comfortable with Meta given the level of change they are bound to see over the next decade.
01:04:19 - An investment overview of O’Reilly Automotive.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:35 - What led Pierre to join Medici just two years after they started.
06:08 - Medici’s formula for outperforming the market.
12:30 - How Pierre identifies the moat within a great business.
29:08 - Medici’s bull thesis on Dollarama.
38:36 - What keeps Medici in Meta stock.
49:36 - How Meta is approaching capital allocation.
56:05 - How Pierre gets comfortable with Meta given the level of change they are bound to see over the next decade.
01:04:19 - An investment overview of O’Reilly Automotive.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Check out Medici.
- Follow Pierre on LinkedIn.
- Related Episode: Listen to TIP626: Intelligent & Rational Long-Term Investing w/ Francois Rochon, or watch the video.
- Follow Clay on Twitter.
- Check out all the books mentioned and discussed in our podcast episodes here.
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SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Range Rover
- Public
- Toyota
- American Express
- Fundrise
- Vacasa
- USPS
- AT&T
- Sound Advisory
- BAM Capital
- Shopify
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...