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Best Anchor Stocks

Author: Best Anchor Stocks

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The Best Anchor Stock podcast will bring sporadic episodes where Leandro, the main contributor, speaks with knowledgeable investors.

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Link to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you enjoy these types of episodes be sure to follow and leave a review! ---------------------------------------------------------------- Hello! I had the chance of speaking to Todd Wenning this week, founder of Flyover Stocks. We discussed stock picking in general and important topics such as portfolio sizing, volatility...and we also touched on Nintendo and a Flyover Stock that was recently discovered by Todd. Todd was a great guest and I enjoyed our conversation :) I hope you enjoy this one!
Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great companies in detail, Copart (CPRT) and HEICO (HEI), focusing on the main risks for each.
Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics.For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/For more information about Best Anchor Stocks, visit our landing page: https://seekingalpha.com/mp/1399-best-anchor-stocks/articles
Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden.I decided to contact Christian after listening to him speak about quality investing, as I believe the investment style of Billinger Forvaltning is pretty similar to that of Best Anchor Stocks. We focused the conversation on quality investing and on the concept of “hiding in plain sight.”I have prepared a transcript of the conversation in case you prefer reading it. You can find it in my Substack.Disclaimer: Nothing said in this conversation should be considered investment advice of any kind. Do your own due diligence. The participants may or may not have positions in the securities discussed.
In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)
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