Scott Phillips
speaker
1,587 appearances
2 recordings
1 series
first heard Jun 2022
last heard 31 Aug
Scott Phillips’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
Andrew is more prepared to look at that and say, They say they're gonna do these things.
Can I have a credible view that these things will happen?
And if so, this looks cheap.
And so both of those views, one is hyper growth, the other is kind of not so much turnaround, but just, you know, we haven't got sh they gotta try and do these things.
If they do these things, this will be worth something.
And on average again, he has his share of losers, on average again, this will work for me and and I'll make money doing it.
And so I'm more likely to be an investor who has a higher strike rate, a percentage of winners, um, but the size of those winners won't be as big.
So that's why everyone's share advisor you mentioned, I think, to because you mentioned it.
Um and that's that's kind of the approach we're taking.
We'll look at mid to large cap companies with MOATS defensible brands, competitive advantages through the wazoo.
Both these other two gentlemen are fine businesses that are building their competitive advantages.
So I'm very much a buffer investor and I don't mean in any way, shape for him anywhere near as good as he is, but I'm looking for those defensible businesses that will continue to do well.
These guys are looking for businesses that in David's case have a chance of being an absolute blowout winner.
In Andrew's case, have a chance of actually putting together the things they're planning to do.
And if they do, overall they'll do well.
And enough of them will do well that he'll make money doing it.
So it's a strike rate growth.
Um
And a an ability, a willingness to
I won't say tech manager at their word, 'cause neither of those guys are gullible.
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