Scott Phillips

speaker

2,470 appearances 3 recordings 2 series first heard Jun 2022 last heard yesterday

Scott Phillips’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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Through internet booms and busts and through MagSemmons and all the stuff, right?

Wax stocks here.

Um and and it's done all that and it's done incredibly well.

Just by doing running a s a simple business well.

And so part of it, I think back to investing, don't overcomplicate it.

You know?

You were talking about some of the things you mentioned Telstra, what does it do?

What doesn't it do a a little while ago.

And the l the longer I've invested

You start investing and you you want to try and you don't do anything, right?

And you learn a few things.

I used to calculate forty different ratios, mate.

I had spreadsheets when I was I d I would date myself, it's twenty odd years ago.

I would calculate quick ratios and current ratios and cash conversion cycles and gross margins, net margins.

And I knew all the numbers, right?

And it's the old line about the price of everything, the value of nothing.

And the more I do this, the more I think even with the Toshra example, there are probably four or five things.

that determine whether Telstra is a quality successful long-term business.

The value I should go do it separately, so I'll I will leave that to the side.

But there's only there there's a there's a significant um

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