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.

Appearances

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And then rule one came along and just set it up in a really simple to understand four-step process.
And it's the same process that I use today.
You can read about the four-step process in that book.
Just understanding the business, looking for a moat,
understanding management, and then valuing the company and making sure you've got a margin of safety.
But that was the first time I'd heard of that Warren Buffett strategy just being put one, two, three, four.
And then under each heading, it's like, this is what you need to look for.
When you're understanding the business, this is what you need to know.
When you look for a moat, this is what you need to know.
This is how to value a company, that kind of stuff.
Very practical.
It was the first time I'd really seen someone go to that level of detail on the actual stress test.
Now, it's a little bit outdated now because it was written 20 years ago.
So, some of the stuff like it recommends MSN Money to go look up the numbers and that's like not- doesn't exist anymore.
So- Shout out to MSN Money.
Yeah, yeah, yeah.
Absolutely.
Absolutely.
So, there's- so, it's a little bit outdated, but the principles are just absolutely- yeah, they've stayed with me ever since and they're in that book too.
I think early on I had like one video, which was actually about arbitrage betting of all things that took off in the early days.
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