Quality Companies for the Long Run

An interview with David Ridland from Castlebay Investment Partners.

  
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Capital Employed Podcast #42

Quality Companies for the Long Run

An interview with David Ridland from Castlebay Investment Partners.

For this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners.


David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested capital.

In this episode David talks about his investment philosophy, process, and his thesis for investing in two stocks he's bullish on for the long term.

Stocks featured

Avon Protection (AVON)

Croda International (CRDA)

Follow Castlebay Investment Partners

https://www.castlebayinvestments.com

Hosted by Jon Kingston

https://twitter.com/equitybaron


Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.