Kyler Hasson: How To Not Get Bored Buying Quality Compounders
Value Hive Podcast
English - April 23, 2021 11:00 - 1 hour - 72.5 MB - ★★★★★ - 79 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he's a Compounder Bro. Kyler didn't follow the "normal" investor path, if there is one.
He started dabbling in investing at age 18 and was immediately hooked on quality investing. Hasson skipped much of the cigar-butt stage and instead spent his time learning about the best businesses possible, and trying to hold them for long periods of time.
Our conversation covered a wide breadth of topics, including:
Competitive advantages and churn rates in banking
Quality and Valuation
Portfolio Allocation
Psychology of managing other people's money
And more!
Here is the show time-stamp:
1:00 - Intro
9:11 - TransDigm $TDG
20:44 - Portfolio Construction
28:05 - Underwriting Returns
36:59 - Banking and Competitive Advantages
43:04 - Holding Only The Best Ideas
49:58 - Managing Other People's Money
58:24 - When To Give People Their Money Back
65:51 - Where Kyler's Finding Ideas
75:06 - Closing Questions
If you want to learn more about Kyler, check out these resources: