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

EP

NS

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/


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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.

To improve the podcast, we really appreciate your feedback, so please rate and review us! Do you have questions for our guests, book suggestions, or feedback? Follow us and get in touch at:

Previous episodes

All Episodes

Subscribe

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.

To improve the podcast, we really appreciate your feedback, so please rate and review us! Do you have questions for our guests, book suggestions, or feedback? Follow us and get in touch at:

Previous episodes

All Episodes