How to Spot Rare Quality Businesses Among All the Losers

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4 • 677 Ratings

🗓️ 18 February 2025

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 440,000 subscribers.

Pieter kicks things off by sharing how he got his start in asset management, why he began investing in U.S. stocks, and the difference between value investing and quality investing. This leads to a discussion about Warren Buffett's impressive track record and one particular software company that Pieter likes today. He breaks down several criteria he uses when looking for investment opportunities – including founder-led businesses, long-tenured CEOs, and wide moats – and how exactly he narrows down his list. (1:40)

Next, Pieter talks about the evolution of his successful X account that he began anonymously but eventually put his face on after it gained a lot of attention. As Pieter emphasizes, if you're taking investment advice from someone, that person should be invested alongside you and have skin in the game. For that reason, Pieter is looking to launch an investment fund later this year. Pieter then lists off a few companies he likes today and discusses the importance of investing in growing end markets. (20:30)

Finally, Pieter gives his thoughts on the balancing act between paying high valuations for good companies versus missing an opportunity to own a great business. As Pieter details, it's all about an investor's individual risk tolerance and whichever strategy works best for them. Pieter also covers the flaws in discounted cash flow ("DCF") models, two companies that are overpriced today based on reverse DCF, and the three valuation methods he personally uses. (37:47)

Transcript

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0:00.0	Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme Value and the Ferris Report, both published by Stansberry Research.
0:09.4	And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today we talk with Peter Sleggers, also known as compounding quality.
0:17.5	Peter is an excellent investor. He's got a brilliant mind. We have a wonderful
0:23.3	conversation for you to listen to here. Lots of great ideas, lots of ticker symbols. Get ready to
0:29.2	take notes. I hear a lot of great ideas about investing. So let's do it. Let's talk with Peter
0:34.3	Sleggers. Let's do it right now.
0:50.6	For the last 25 years, Dan Ferris has predicted nearly every financial and political crisis in America, including the collapse of Lehman Brothers in 2008 and the peak of the NASDAQ in 2021.
0:55.9	Now he has a new major announcement about a crisis that could soon threaten the U.S. economy and can soon bankrupt millions of citizens. As he puts it, there is something happening in this
1:01.4	country, something much bigger than you may yet realize, and millions are about to be blindsided,
1:06.6	unless they take the right steps now. Find out what's coming and how to protect your portfolio by going to
1:12.2	www. www. American Darkday.com and sign up for this free report. The last time the U.S. economy
1:19.2	looked like this, stocks didn't move for 16 years, and many investors lost 80% of their wealth.
1:25.6	Learn the steps you can take right away to protect and potentially grow your holdings
1:29.4	many times over at www.american darkday.com.
1:40.3	Peter, welcome to the show.
1:41.9	Really glad you could be here.
1:43.1	Thank you.
1:43.6	It's another to be here, Dan.
1:44.8	So you and I, we're of the same mind on a lot of these investment topics that we're
1:50.5	going to be touching on today.
1:52.8	I've spent probably, I started focusing on high quality companies and not just the typical
2:00.2	value type investments in around
	...

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