We Study Billionaires - The Investors Podcast

On today’s episode, Clay Finck is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record, achieving 16.0% annualized returns since 2009 compared to 11.3% for their benchmark. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:35 - What led Pierre to join Medici just two years after they started. 06:08 - Medici’s formula for outperforming the market. 12:30 - How Pierre identifies the moat within a great business. 29:08 - Medici’s bull thesis on Dollarama. 38:36 - What keeps Medici in Meta stock. 49:36 - How Meta is approaching capital allocation. 56:05 - How Pierre gets comfortable with Meta given the level of change they are bound to see over the next decade. 01:04:19 - An investment overview of O’Reilly Automotive. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community