Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought) $FICO $V $MA $SPGI + More
On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss:
(03:37) Dev Kantesaria's Unique Background
(06:20) Investment Philosophy and Approach
(09:23) Portfolio Analysis and Key Metrics
(12:38) Case Study: Fair Isaac Corporation (FICO)
(32:20) Unlocking Pricing Power: The FICO Case Study
(37:25) S&P Global: A Long-Term Investment Perspective
(44:14) Valley Forge Fund Performance: Analyzing…
The skinny
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