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.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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So the first three steps, understanding the business moat and management are to ensure that the company is good quality.

So that's the first hurdle is making sure what you're looking at is a good company.

And then after, once you've got the three green ticks, then we can move on to valuation and we can figure it out.

I would not, you know, if you have a 50% margin of safety in a crappy company, it's not going to save you.

But if you have a good company and you have a 50% margin of safety, it really does lower the probability of you losing money in the long term.

Yeah.

Provided the company doesn't turn rotten, which you need to watch out for.

Yeah.

You can also do.

When I started, I was very much core.

So core mainly being market tracking index funds or ETS.

I was about 70% passive or my money was flowing 70% to passive and then 30% into these active Warren Buffett style options.

If you actually now zoom out over the years and look at the...

the percentage of my portfolio is basically flipped.

So now it's more like 70% active and 30% passive.

But that's just because the active side of things has grown so much better or so much more than what the passive side has.

So that's why

That's why in the book, it's very hard because people think I'm either a passive investor or I'm an active investor.

I definitely agree with the concept of passive investing for those that don't want to go that next step.

And I think it's very, very good.

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