YouSaid · the spoken record

Carl Kawaja

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101

first

2021-07-27

most recent

2021-07-27

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1

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podcast

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1. “Thanks, Patrick. Thanks for having me on the show. I'm a great admirer of it, as you know. Well, the two companies that I thought might be interesting to talk about fall in the category of, I hate to say the word unique because it's so overused, but very special businesses, distinctive businesses that do some of that's hard to replicate. And I guess what I was struck by in thinking about talking to you today was what are companies that I've owned a long time and what kept me in them and what is it that they do that is differentiated. I actually just tried to figure out what were the companies that have owned the longest. I've managed money as a diversified portfolio manager at capital for 22 and a half years and today actually happens to be my 30th anniversary. The two companies that I have owned continuously for the longest time.”

   2021-07-27 · Invest Like the Best · Carl Kawaja - Wisdom from Decades of Investing - [Invest Like the Best, EP. 236] · IDENTIFIED FROM THE TRANSCRIPT · source