Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Kyler Hasson: Buying Quality Compounders At A Fair Price
1 hour 17 minutes Posted Apr 23, 2021 at 11:00 am.
Intro
TransDigm $TDG
Portfolio Construction 
Underwriting Returns
Banking and Competitive Advantages
Holding Only The Best Ideas
Managing Other People's Money 
When To Give People Their Money Back
Where Kyler's Finding Ideas 
Closing Questions
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1:17:21
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Show notes
This week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he's a Compounder Bro. Kyler didn't follow the "normal" investor path, if there is one. 
He started dabbling in investing at age 18 and was immediately hooked on quality investing. Hasson skipped much of the cigar-butt stage and instead spent his time learning about the best businesses possible, and trying to hold them for long periods of time. 
Our conversation covered a wide breadth of topics, including: 
Competitive advantages and churn rates in banking
Quality and Valuation 
Portfolio Allocation
Psychology of managing other people's money 
And more!
Here is the show time-stamp: 
If you want to learn more about Kyler, check out these resources: 
Concentrated Compounding Website
Twitter