The Key to Growing Your Portfolio as a Quality Investor
Stansberry Investor Hour
Stansberry Research
4.3 • 680 Ratings
🗓️ 5 January 2026
⏱️ 55 minutes
🧾️ Download transcript
Summary
In this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers back to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 507,000 subscribers.
Pieter kicks things off by discussing how AI and market momentum are doing well. However, he says that "classical" companies are currently struggling. He then talks about the need to have a tangible long-term goal in investing and shares his own investing goal and what it would do for his portfolio. And he explains the benefits of removing yourself from your normal environment to gain perspective and how to use that mindset for investing. (0:00)
Next, Pieter shares how he views AI and its impact on the companies that he analyzes. He also adds how he personally uses AI in stock research. Pieter stresses the importance of doing your own reading, both in investing and in your personal life. He says that this not only ensures that you don't miss any details in financial reports but also helps you find new investment ideas in unexpected places. (20:33)
Finally, Pieter details one company that he's excited about over the next 10 years. He found multiple reasons to love it, but after some skepticism, he drove to Germany to meet the CEO. The discussion solidified his optimism for the company. Pieter expressed how talking with the CEOs of smaller companies can provide some information that most people don't have. (39:43)
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. |
| 0:22.9 | And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. |
| 0:26.3 | Today we talk with Peter Slagers, also known as compounding quality. |
| 0:30.9 | Peter loves high-quality businesses, just like I do. |
| 0:34.8 | So this is going to be a love in, all right? |
| 0:37.6 | So let's talk with Peter. Let's do all right? So let's talk with Peter. |
| 0:39.2 | Let's do it right now. |
| 0:40.4 | Let's talk with Pieter Slagers right now. |
| 0:47.0 | Peter, welcome Berug for the show. |
| 0:50.5 | Oh, you're surprised me right now. |
| 0:52.4 | Congratulations. |
| 0:53.9 | Oh, Terug, not Beirug. |
| 0:55.7 | Okay, sorry, I was looking at my screen here. |
| 0:58.1 | But anyway, welcome back to the show in Dan's horrible Flemish. |
| 1:04.2 | It's been a while. |
| 1:05.8 | How have you been? |
| 1:07.0 | It's been a while indeed. |
| 1:08.3 | And if the audience wouldn't mind, we can do the conversation in Dutch, but I guess it would be a little bit harder. I cannot. I would have to put everything through Google Translate. You just want me to leave right now. Yeah. It would be a great one for me. I can tell whatever I want and nobody will understand. So that would be an interesting one. |
| 1:29.3 | No, for me, everything is going fine. |
| 1:33.0 | Obviously, it's very, very interesting times on the market, |
| 1:41.4 | where at least for me, I see wild or very wide discrepancies between what's happening between some kind of companies. |
| 1:43.6 | So it's very, very interesting to look at the market right now and we are heading into |
... |
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