Episode Notes
Books Mentioned
- Quality Investing – Lawrence Cunningham et al. (2016)
- No Rules Rules – Reed Hastings (2020)
Companies Mentioned
- Constellation Software
- Berkshire Hathaway
- Russell Stover
- Unilever
- Diageo
- Amazon
- Tesla
- Standard & Poor’s
- Moody’s
- Fitch Ratings
- United Technologies
- 3M
- Procter & Gamble
- Honeywell
- Otis Worldwide
- Pirelli
- Alfa Romeo
- Porsche
- Amphenol
- UniFirst
Investors Mentioned
- Dan Loeb
- Howard Marks
- Mohnish Pabrai
- Christian Billinger
- Warren Buffett
- Michael Mauboussin
- Tom Russo
- Tom Gayner
- Nick Train
- Terry Smith
- Baillie Gifford
- Brandes Investment Partners
- Epoch Investment Partners
- WCM Investment Management
- Capital Research
- Wellington Management
- Fidelity
- Franklin Templeton
More on Lawrence Cunningham
About: https://www.law.gwu.edu/lawrence-cunningham
Website: https://qualityshareholdersgroup.com/
Twitter: https://twitter.com/cunninghamprof
More on Christian Billinger
Interview on MOI Global: https://moiglobal.com/christian-billinger-interview-201905/
Billinger Förvaltning: https://www.billingerforvaltning.se/