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Quality Companies for the Long Run with David Ridland

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Manage episode 303899833 series 2859341
内容由Capital Employed Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Capital Employed Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

For this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners.

David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested capital.

In this episode David talks about his investment philosophy, process, and his thesis for investing in two stocks he's bullish on for the long term - Avon Protection and Croda International.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com/

--->

Follow the podcast on...

Website
Twitter
LinkedIn
YouTube

--->

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

---

Produced by kingsizemetrics.com

  continue reading

60集单集

Artwork
icon分享
 
Manage episode 303899833 series 2859341
内容由Capital Employed Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Capital Employed Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

For this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners.

David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested capital.

In this episode David talks about his investment philosophy, process, and his thesis for investing in two stocks he's bullish on for the long term - Avon Protection and Croda International.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com/

--->

Follow the podcast on...

Website
Twitter
LinkedIn
YouTube

--->

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

---

Produced by kingsizemetrics.com

  continue reading

60集单集

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