Chapters Group: Europe's Mini Constellation Software With Compounding Quality's Pieter Slegers
Notas del episodio
Stock Club Episode 324
This week on Stock Club, we're joined by Pieter Slegers of Compounding Quality, one of the biggest names to come out of the Substack investing world.
Pieter breaks down why Chapters Group AG (Frankfurt:CHG) has become one of his highest conviction Tiny Titans picks, including the story of driving seven hours to meet the CEO in person and what he learned from comparing the company to Constellation Software (TSX:CSU).
We also dig into Pieter's quality investing framework, his biggest lessons from mistakes of omission like Lotus Bakeries (Euronext:LOTB), and the daily routine that keeps him disciplined as an investor.
Pieter will be joining us on stage at Investicon on Thursday, August 27th at the Market Bar in Dublin, alongside Bill Mann, Eric Bleeker, Simon Zebo, David Gardner, and Robert Johnson. For ticket inquiries, email Brian@MyWallSt. Learn more and get your tickets at https://www.investicon.ie/
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