Invest Like The Best
Episode 64 Capital Light Compounders & Reinvestment Moats
Invest Like The Best

Episode 64: Capital Light Compounders & Reinvestment Moats

Capital Light Compounders & Reinvestment Moats

Connor runs the public equity portfolio at Investors Management Corporation. We cover IMC's backstory, business models Connor likes best, and who is on his Mt. Rushmore of capital allocators.

[00:02:31] – (First Question) - Trends in value investing

[00:02:52] – Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

[00:04:43] – A look at Connor’s backstory and the history of IMC, the parent company of Golden Corral

[00:08:01] – Why Connor loves the public markets so much

[00:09:21] – The concept of intrinsic value when looking at companies 

[00:12:36] – How Connor categorizes moats

[00:14:27] – Legacy moats

[00:16:11] – Reinvestment moats

[00:17:58] – Capital-light compounder moats 

[00:20:00] – Why classifieds are an interesting business model 

[00:25:12] – Looking at platform businesses

[00:26:56] – Looking at companies in the $500 million to $5 billion range and what makes it so enticing

[00:30:34] – What's Connor process to find investment opportunities

[00:36:15] – How Connor looks at industry classifications 

[00:41:30] – Connor’s strategy for running his portfolio

[00:46:36] – The circumstances in which Connor would buy a legacy moat company

[00:49:21] – How do you pick managers that will beat the market

[00:52:21] – Second reason to buy a legacy moat

[00:54:48] – Comparing the reinvestment moat and capital-light compounder moat in Connor’s portfolio

[00:58:16] – Connor’s Mt. Rushmore of capital allocators

[01:00:03] – Impactful mentorships for Connor

[01:01:52] – Kindest thing anyone has done for Connor

[01:03:04] – What in his interview with the founder of IMC got him the job

Capital Light Compounders & Reinvestment Moats

Intro

Patrick
This week's conversation is an ode to old school, fundamental public market investing. My conversation is with IMC's Connor Leonard who spends most of his waking hours thinking and reading about markets. His mandate is to invest purely as if it was his own money, with no pressure to hug a benchmark and no pressure to do much of anything other than earn strong, long-term returns. The portfolio that results from this approach is highly concentrated and unique. Connor's strategy is to sort companies into four categories based on their type of sustainable competitive advantage. As you'll hear the vast majority fall into the first category, which means they have no such advantage and therefore should be largely set aside. We spend the majority of our conversation talking about the other three categories; one, companies with a legacy moat; two, companies with a reinvestment moat; and, three, an interesting category that Connor calls capital-light compounders, which we explore in detail.

When you step back and think about public markets, you realize how amazing it is that we can, from afar, buy an interest in so many companies around the world. A select few go on to deliver outstanding returns. This conversation highlights how hard that can be, but also how fun and ultimately rewarding. Please enjoy my talk with Connor Leonard.

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