Chuck Akre interviews

[Xerxes]

Great episode with The Chuck. This dude is awesome. 
 

Covers Mastercard, how he and his team don’t want to talk about Visa and MC enduring advantage (heh?), O’Reilly, 100x bagger book, some folky talk on American Tower, ROIC just an all in great episode. 
 

[ValueArb]

Let me add that everything you wrote is true, it was great podcast and Chuck (whom I never heard of before) was awesome.

[Spooky]

This was excellent, thanks for sharing.

[Hektor]

18 hours ago, Xerxes said:

Great episode with The Chuck. This dude is awesome. 

Good one @Xerxes

[Xerxes]

Cheers guys !

regards

[Xerxes]

The Essay "The Art of Not Selling", which was mentioned on the podcast and elsewhere

 

 

Edited February 13, 2024 by Xerxes

[Spooky]

10 hours ago, Xerxes said:

The Essay "The Art of Not Selling", which was mentioned on the podcast and elsewhere

 

 

 

Can't open the link unfortunately.

[CorpRaider]

He was a good one.

[thowed]

It was a great day when I was introduced to Chuck Akre.  It's the sort of simple investment philosophy that I can understand.

[ValueArb]

On 2/11/2024 at 9:48 PM, Xerxes said:

Great episode with The Chuck. This dude is awesome. 
 

Covers Mastercard, how he and his team don’t want to talk about Visa and MC enduring advantage (heh?), O’Reilly, 100x bagger book, some folky talk on American Tower, ROIC just an all in great episode. 
 

 

And let me also thank you for sharing this podcast. Sorry for not saying so immediately, you are as awesome as Chuck Akre for introducing me to Chuck Akre.

[Xerxes]

3 hours ago, ValueArb said:

 

And let me also thank you for sharing this podcast. Sorry for not saying so immediately, you are as awesome as Chuck Akre for introducing me to Chuck Akre.

 thank you ValueArb

Regard 

[Xerxes]

On 2/13/2024 at 7:28 AM, Spooky said:

 

Can't open the link unfortunately.

 

Hi Spooky,

 

AKRE Management had removed the original article, all Google searches point to other people' content/review that they have layered on top of that now unavailable article.

I thought I had found it, but it looks to be gone. I am going to try to find it.

Somewhat related: i noticed that the gentleman who does the Business Brew podcast had an interview with the gentleman who wrote that article (Chris Cerrone)

 

https://podcasts.apple.com/us/podcast/chris-cerrone-a-simple-quality-discussion/id1540847053?i=1000549877526

 

 

 

 

[Michael Campbell]

See if this works:

 

https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit

[Spooky]

18 minutes ago, Mdsoup said:

See if this works:

 

https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit

 

Worked, thanks so much!

[coc]

Akre is a great. I do wonder about his successors though. I'm not sure their decision making has been as sound. 

[Xerxes]

Akre investment firm sold out big % of its American Tower, Roper and Danaher to pile into FICO and Copart

 

AMT is surprising. Always thought that was large position for them. 

 

Not huge rotations into Copart and FICO, but if they were adding Q3 they might be flooring it in Q4. 

 

 

PS: Gemini speaks 

 

Edited November 16, 2025 by Xerxes

[Marco Van Basten]

@Xerxes, didn't Chuck retire and now it is just his name on the door?

[Xerxes]

Correct he is largely gone I think. Nonetheless the investment philosophy does/did not change with his retirement. 

[thowed]

AMT - am out of touch, but from memory, think you could argue that it's so big now it's harder to grow at prior rates, PLUS most importantly it was a long-term rates-going-down play, which may not happen again for a while.

 

Respect for piling in on FICO - right now looks like a good move.

 

CPRT - I need to do more work on this, as is certainly tempting.