TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve
Host Kyle Grieve analyzes the book "The Compounders" and explores why a small group of exceptional businesses can compound capital at high rates for decades. He explains the central importance of maintaining returns on invested capital above the cost of capital, sustaining high reinvestment rates, and leveraging time, while highlighting the roles of decentralization, culture, incentives, and working capital discipline. The episode walks through multiple case studies, including Nvidia, Lifco, Indutrade, Bergman & Beving, AdTech, Constellation Software, Heico, Ametek, and Judges Scientific, to illustrate how great compounders turn time into a superpower.
Nov 28, 2025
Business