On the Hunt for Great Companies - An Investors Guide to Evaluating Business Quality and Durability - Simon Kold

[John Hjorth]

 

I ordered this book from saxo.com on 16 November 2024, and took delivery of it 27 November 2024.

 

The book is also by now available on Amazon here : Amazon : On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability (1st Edition).

 

From the Amazon book description by the author himself :

 

Essential guide for detailed evaluation of business quality aimed at investors in both public and private markets

 

A practical tool for investment analysis, On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability helps readers analyze target companies in relation to 17 traits of business quality, as well as the nuances within them.

 

Readers will learn how to empirically evaluate the traits of a good business, including passionate management, staying power, abnormal reinvestment options, low dependency risk, and to identify emerging quality. 

 

This book is supported by a wealth of real-world examples, both contemporary and historical, detailed original illustrations, and true business stories and anecdotes from investor and former comedian Simon Kold. In this book, readers will learn about:

 

Practical guidelines for research into 17 nuances of business quality

Methods to formulate falsifiable test statements and empirically test those predictions, rather than relying on heuristics or box-checking

Incorporates memorable investment advice through Kold’s trademark humorous style

 

Detailed, sophisticated, and highly actionable, On the Hunt for Great Companies is an essential for professional investors of all sizes, in all industries, in both public and private markets.

Edited July 20, 2025 by John Hjorth

[John Hjorth]

YouTube : Guy Spier [October 18^th 2024] : Building a Framework for Business Quality with Simon Kold

 

 

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YouTube Description :

 

Simon Kold is a Danish entrepreneur and investor who’s making waves in the financial world with his firm, Kold Investments. Before founding Kold Investments, Simon spent over a decade at Novo Holdings, a powerhouse investment firm managing around €150 billion in assets. His approach to investing is anything but ordinary. Simon runs a single-strategy, concentrated public equity firm that focuses on companies with network effects and scale advantages, a strategy that sets him apart from the crowd. He’s all about finding businesses that have the power to grow and dominate in their sectors.

 

Full transcript available here: https://aqfd.docsend.com/view/akcftcz...

 

Contents: (00:00:00) Stand-Up, Fall Down, Get Back Up: Lessons from Comedy and Life

(00:13:47) From Stand-Up to Stocks: The Unlikely Path

(00:30:30) Falsification, Not Verification: Rethinking Investment Strategies

(00:53:30) Tattooed in Business: The Long-Term Rewards of Relentless Commitment

(01:02:57) The Evolving Landscape of Business: Insights on Leadership and Network Effects

(01:20:47) Demutualization: Unlocking Hidden Value in Financial Infrastructure

(01:26:07) Network Effects, Brand Identity, and the Global Shifts Reshaping Investments

(01:37:33) Investing in Relationships: Timing, Goodwill, and Business Success

Edited July 23, 2025 by John Hjorth

[John Hjorth]

This book just went on sale with 45 percent discount on Amazon.