In this wide spanning interview episode we talk with Best Anchor Stocks' Leandro on investment philosophy, quality businesses, Nintendo, Deere, Copart, Hermes, and much more!

Find out more about Best Anchor Stocks here, follow Leandro on Twitter @Invesquotes and Best Anchor Stocks Podcast can be found here.

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Show Notes

(0:00) Intro

(1:16) What Characterizes a Good Business?

(6:15) Multiples, Implied Valuation, Reverse DCF

(26:00) Great Companies and Valuation, Copart, Constellation Software

(35:32) Nintendo and Deere, Transitioning Business Models

(49:01) Hermes, Durability, Ferrari, Rolex, and Luxury

(1:15:12) A Good Business versus a Good Investment

(1:18:05) Book Recommendations

(1:22:58) Conculsion

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Sign up for Speedwell's free newsletter and weekly memos here

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

On this episode we talk Floor & Decor, Copart, and their 1Q24 results.

Check out our full company episodes on Floor & Decor and Copart below if you haven't already!

Floor & Decor Company Episode: Apple Spotify

Copart Company Episode: Apple Spotify

(Note Copart's latest quarter is fiscal 2Q, but ends Feb. 27)

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Show Notes

(0:00) Intro

(0:47) Floor & Decor Update

(17:58) Copart Update

(39:06) Conclusion

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Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

On this episode we talk about Grab, WeChat, Meituan, X, and all things about SuperApps. Our conversation builds off of a recent memo on SuperApps, which you can read here: WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One

**Please note we had issues with the orginal sound recording and had to use AI tools to adjust the sound volume, however it adversely impacted the sound quality. We apologize for this and will try to avoid this happening in the future.**

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Show Notes

(0:00) Intro

(0:51) SuperApps Intro, Cross Selling, Sea Limited's Free Fire

(8:54) What a SuperApp Aims to Do

(13:59) WeChat History and What Was Different About It

(20:41) Why no Mini-programs or SuperApps in the U.S.?

(23:28) Meituan's and Grab's SuperApp; Twitter/X's Ambitions

(41:03) The Physical World's "SuperApps", Sears, E-Commerce Grocery

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/