Defining the Compounder: A Framework for Long Duration Investing

In this 60-minute lecture I break down the defining characteristics of a compounder and explore what you should look for to be a successful at long duration investor. I apply my Value of Growth (VoG) methodology to provide a framework for valuing the cashflows of long duration businesses. What you’ll learn from this webinar: • A working definition of a compounder, and why the lack of consistent definition has held investors back • The three attributes that define a successful compounder: a large total addressable market, a sustainable competitive advantage, and an enlightened and engaged management team • A live Costco case study putting the framework to work • How to use the definition as a screen for your own portfolio #pauljohnson, #valueofgrowth, #valueinvesting, #wallstreetprep, #fundamentaledge, #wharton, #whartononline, #certification, #columbiauniversity, #columbiabusinessschool, #fordhamuniversity, #gabellischoolofbusiness, #valuation, #costco, #berkshirehathaway, #warrenbuffett, #mag7, #compounding, #investing, #stocks, #analyst, #wealth, #wallstreet, #hedgefunds, #roic, #billionaire