Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
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Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors
Compounders Podcast
1 hour
2 months ago
Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors
Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered:
How Andrew developed the investment philosophy he is employing today;
Why he likes to invest behind owner-managers;
His definition of a supernatural compounder;
His contrarian stance on Biglari Holdings; and
Why he is OK investing behind executives that other investors dislike
To learn more, please visit Andrew's LinkedIn page and the HollAnd Advisors website.
Thanks for listening.
Compounders Podcast
Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
