Pieter Slegers: Compounding Quality: Lessons from the Investing Legends

Talking Billions with Bogumil Baranowski

My guest today is Pieter Slegers, the founder of the world-famous and hugely successful Compounding Quality Newsletter. Pieter and I missed each at the last year’s Berkshire meeting, but connected soon after. It was Gautam Baid (the author of Joys of Compounding) who in Omaha told me I should chat with Pieter. We had a few wonderful calls since then, and met in person at Guy Spier’s VALUEx in Klosters soon after this recording. Pieter’s enthusiasm for investing is contagious, his appetite for knowledge inspiring, and his dedication to teaching admirable. Pieter Slegers studied Financial Management at the KULeuven and graduated summa cum laude. He worked for three years as a Belgian Asset Manager before focusing full-time on his investment newsletter, Compounding Quality. Compounding Quality has more than 350,000 followers across social media and more than 135,000 email subscribers. The goal of the newsletter is to help other investors by focusing on Quality Investing. His investment philosophy can be summarized as follows: find great businesses led by outstanding managers and trade at fair valuation levels (based on the Buffett philosophy). Pieter is joining us from Belgium, where I spent a year as an exchange student two decades ago and where, at the time, I found Peter Lynch’s book One Up on Wall Street at a tiny, charming English language bookstore. In the same way Peter Lynch introduced me to investing, my today’s guest inspires many readers, followers, and listeners to explore it, too. NEVER INVESTMENT ADVICE.