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Nội dung được cung cấp bởi Stig Brodersen and The Investor's Podcast Network. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Stig Brodersen and The Investor's Podcast Network hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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TIP549: 2 High-Quality Compounders

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Manage episode 362484701 series 1394353
Nội dung được cung cấp bởi Stig Brodersen and The Investor's Podcast Network. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Stig Brodersen and The Investor's Podcast Network hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

On today’s episode, Clay Finck does analysis on two high-quality compounders – Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010. They provide vertical market software and vertical market platforms in Europe. Copart provides online auctions and vehicle remarketing services in the United States, Canada, and many other countries.

Both companies have strong competitive advantages, strong fundamentals, high insider ownership, and managers who think and act like owners, which led Clay to researching them further during this episode.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

02:05 - Clay’s biggest takeaways from reading 100 Baggers by Chris Mayer.

07:00 - Chuck Akre’s 3 legged stool approach to compounding wealth.

09:00 - Clay’s assessment of Topicus as an individual stock.

08:00 - Topicus’s history as a business.

10:00 - Why Topicus operating in Europe is potentially a big competitive advantage.

29:00 - Why Copart is well-positioned to prevent competition from taking their market share.

47:00 - Copart’s insider ownership.

54:00 - Potential risks for Topicus and Copart.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

871 tập

Artwork
iconChia sẻ
 
Manage episode 362484701 series 1394353
Nội dung được cung cấp bởi Stig Brodersen and The Investor's Podcast Network. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Stig Brodersen and The Investor's Podcast Network hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

On today’s episode, Clay Finck does analysis on two high-quality compounders – Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010. They provide vertical market software and vertical market platforms in Europe. Copart provides online auctions and vehicle remarketing services in the United States, Canada, and many other countries.

Both companies have strong competitive advantages, strong fundamentals, high insider ownership, and managers who think and act like owners, which led Clay to researching them further during this episode.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

02:05 - Clay’s biggest takeaways from reading 100 Baggers by Chris Mayer.

07:00 - Chuck Akre’s 3 legged stool approach to compounding wealth.

09:00 - Clay’s assessment of Topicus as an individual stock.

08:00 - Topicus’s history as a business.

10:00 - Why Topicus operating in Europe is potentially a big competitive advantage.

29:00 - Why Copart is well-positioned to prevent competition from taking their market share.

47:00 - Copart’s insider ownership.

54:00 - Potential risks for Topicus and Copart.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

871 tập

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