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

Investing By The Books

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.

EP

NS

Eddie Palmgren

Niklas Sävås

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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About the podcast

Welcome to Investing by the Books podcast!

Through life and investing, we believe books are an excellent source to better understand oneself, other investors, and the world. Our podcast could be valuable if you:

  • Want to improve as an investor and person
  • Want inspiration for what to read next
  • Struggle to read as much as you want
  • Want more insights from the authors

In the podcast, our ambition is to educate sophisticated and aspiring investors. We want to convey timeless knowledge through deep conversations with authors and other guests.

For us, investing is a multidisciplinary art and craft. The content includes Behavioral Finance, Business, Economics, Equity Investing, Finance, and Surrounding Knowledge.

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