Brandon van der Kolk
speaker
629 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Brandon van der Kolk’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It was still his best investment ever.
And we were wrong, which is crazy.
Because you, yep, you do your due diligence, do your valuation, and then add a margin of safety.
Terminal value.
Yeah, yeah.
Or we try it.
Yeah, we very much hope it does.
Yeah.
You can use whatever you want, but for me, I use 15%, yeah.
Yeah, well, there's a five percentage point gap in between, but yeah, that's generally the thinking.
If I was going to use 10%, I would say that's not high enough because I could just park my money in an index fund and maybe get roughly the same return.
Yes.
Yeah.
Yeah.
So we're trying to put it through a hard filter.
Like I'm not trying to make it easy for myself to buy this company.
I'm trying to make it hard for myself to buy this company.
My general rule of thumb is at least 30%, but ideally 50%.
Right.
50% gives me very strong, I should say that this is the last step in the process.
Showing 421–440 of 629 · page 22 of 32
← Previous
Next →