TIP372: Identifying A Great Company w/ Jim Collins
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 22 August 2021
⏱️ 91 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:02.6 | On today's episode we have a very special guest and that is researcher and author Jim Collins. |
| 0:08.8 | Jim is most well known for his books such as Good to Great, Built to Last, How the Mighty Fall, |
| 0:14.0 | Great by Choice, Turning the Flywheel, and B2.0, which have sold a total of over 10 million copies worldwide. |
| 0:21.8 | I've been having a lot of conversations lately about the global macro environment, |
| 0:25.6 | and while it can be an endlessly fascinating topic and a fun spectator sport, |
| 0:29.8 | I think it's important to never lose sight of the fact that as investors we are investing in |
| 0:34.2 | companies, and it's important to study the different species of companies and what makes them great. |
| 0:39.6 | So there is no better expert on this topic than Jim Collins. |
| 0:43.4 | To prove my point, I'd like to take a moment and highlight a segment of Great by Choice regarding |
| 0:47.8 | Southwest Airlines. If we look at Southwest Airlines over 30 years from 1972 to 2002, |
| 0:54.3 | you would find that the company endured everything from labor strife, fuel shocks, |
| 0:58.7 | deregulation, interest rate spikes, air traffic control strikes, |
| 1:02.7 | hijackings, crippling recessions, bankruptcies, and even yes 9.11. |
| 1:07.2 | And yet, had you invested $10,000 in 1972, it would have grown to over 12 million. |
| 1:14.6 | 63 times better than the S&P 500. |
| 1:17.9 | I took the opportunity to explore how Jim thinks as a researcher. |
| 1:21.6 | We discuss the definition of greatness, what makes a level 5 leader, how much weight to put into |
| 1:27.4 | innovation, what exactly is the flywheel effect, how luck plays into success, and so much more. |
| 1:33.6 | Jim was very generous with this time and I very much enjoyed our conversation. |
| 1:37.7 | So, without further ado, please enjoy this discussion with the wonderfully brilliant Jim Collins. |
| 1:47.5 | You are listening to the Investors Podcast. |
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