Episode Overview In this wide-ranging conversation, legendary investor Bill Nygren discusses how value investing has evolved since the 1980s—and why the traditional valuation metrics many investors still rely on no longer adequately measure a company’s true worth. Nygren explains how intangibles like brand and customer acquisition costs have transformed the investing landscape, why accounting conservatism can obscure opportunity, and what he learned from Warren Buffett’s purchase of Coca-Cola...
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Episode Overview In this wide-ranging conversation, legendary investor Bill Nygren discusses how value investing has evolved since the 1980s—and why the traditional valuation metrics many investors still rely on no longer adequately measure a company’s true worth. Nygren explains how intangibles like brand and customer acquisition costs have transformed the investing landscape, why accounting conservatism can obscure opportunity, and what he learned from Warren Buffett’s purchase of Coca-Cola...
Patrick Doyle, Executive Chairman of RBI on: increasing Domino's share price by 23x; his vision for Tim Hortons and Burger King; and his thoughts on 3G Capital.
The World According to Boyar
38 minutes
2 years ago
Patrick Doyle, Executive Chairman of RBI on: increasing Domino's share price by 23x; his vision for Tim Hortons and Burger King; and his thoughts on 3G Capital.
The Interview Discusses:His remarkable turnaround of Domino’s Pizza where he increased the share price by 23x.The opportunity he saw at Restaurant Brands that convinced him to invest $30 million personally in the company’s shares (and pledge to hold it for 5 years).The dynamics of working for a company controlled by private equity firm 3G.The importance of franchisee profitability for his turnaround plan.Tim Hortons extraordinary success in Canada and how that can be replicated in other parts...
The World According to Boyar
Episode Overview In this wide-ranging conversation, legendary investor Bill Nygren discusses how value investing has evolved since the 1980s—and why the traditional valuation metrics many investors still rely on no longer adequately measure a company’s true worth. Nygren explains how intangibles like brand and customer acquisition costs have transformed the investing landscape, why accounting conservatism can obscure opportunity, and what he learned from Warren Buffett’s purchase of Coca-Cola...
