Investing for Growth & Lessons from Terry Smith: The Warren Buffett of Britain (TIP526)

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Clay discusses the investment philosophies and framework of Terry Smith, who is the founder and CEO of Fundsmith and also known as the Warren Buffett of Great Britain. Smith started Fundsmith in 2010, and ever since has returned 478% to his investors versus his benchmark returning 256%!
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:52 - Terry Smith Clip
00:05:21 - Investing for Growth
00:06:59 - 2022 Letter
00:15:16 - Stock-Based Compensation
00:21:10 - Quality Investing
00:25:46 - Microsoft
00:29:05 - Impact of Fees
00:30:32 - Low Interest Rate Environment
00:34:40 - 10 Golden Rules of Investment
00:36:13 - Return on Invested Capital
00:40:18 - Lessons Running a Fund
00:41:48 - Domino’s Pizza
00:44:16 - Mistakes
00:45:52 - Smith’s Portfolio Holdings
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Пікірлер: 23

@WeStudyBillionaires Жыл бұрын

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@evancoles Жыл бұрын

Please get Terry on the show! He is a great investor.

@mattinterweb Жыл бұрын

It's a really great book. No nonsense with a healthy dash of British sarcasm.

@UGM109E Жыл бұрын

Good podcast. OTIS is interesting. The service contracts that are needed after an elevator install are very interesting. People are generally stuck with the same service providers for the life of an elevator - especially for parts. Schindler Holdings is another people mover company with a longer track record. Again, your podcast was enjoyable.

@WeStudyBillionaires Жыл бұрын

Thank you so much for tuning in, Alan!

@wenkaiyang1487 Жыл бұрын

Very informative! Thank you so much!

@WeStudyBillionaires Жыл бұрын

You are so welcome!

@Clarkd847685 Жыл бұрын

Nick Train is another UK investor you might enjoy researching, I’d like to see you interview him and also Terry Smith !

@clayfinck Жыл бұрын

Thanks, Dan!

@adrianking2937 Жыл бұрын

This was a very great and informative episode. Terry was another investor I was not familiar, but I am glad to have watched this video in order to learn about him. He and you had very valuable insights. Thank you for sharing!

@WeStudyBillionaires Жыл бұрын

Glad it was helpful, Adrian!

@pkozanov Жыл бұрын

Clay, this amazing video has undoubtedly inflamed my interest in Mr. Terry Smith. He is a brilliant man. Period. However, perhaps there's one more unsuspected reason I fell in love with him. To quote from the foreword to his book: "Terry is not only passionate but more importantly very knowledgeable about boxing...!" Lol Although he has a few years on me, I would feel half-hearted to put on the gloves and step into the rig with him. I look forward to your video on Mark Leonard! Best Regards!

@WeStudyBillionaires Жыл бұрын

So happy you enjoyed the video! Thanks so much.

@bluegtturbo Жыл бұрын

Excellent analysis! Thumbs up plus subscribed!

@WeStudyBillionaires Жыл бұрын

Welcome aboard!

@franklinselvaraj9712 Жыл бұрын

Interesting one. But why did Terry Smith invest in Amazon, which offers low ROI.

@clayfinck Жыл бұрын

Hi Franklin - The issue with Amazon is that GAAP earnings understate how much the business actually earns because they continue to reinvest for future growth. GAAP Accounting does a disservice to companies like Amazon since it was developed for the old economy, legacy businesses. I discussed this with Adam Seessel on our Millennial Investing show back on MI196 if you're interested in learning more (around halfway through the episode).