Investing by the Books: #8 Lawrence Cunningham: Quality Investing

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Investing by the Books: #8 Lawrence Cunningham: Quality Investing

Eddie Palmgren

Niklas Sävås

2021-11-02

19:31

This episode features the eminent Professor Lawrence Cunningham and his book Quality Investing from 2016. What is his view on the topic today, how do you identify quality companies, and what enables them to outperform? Leading the conversation is Christian Billinger, investment manager of Billinger Förvaltning and part of Investing by the Books website.

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/

What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Learn more about Redeye

Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit https://www.redeye.se/about-us/governance

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