We were reading a great new Substack called
Sweet Stocks, which featured weekly in-depth write-ups of some fascinating quality compounding growth stocks. Not only were we impressed with Sweet Stocks’ quality, but the weekly publication cadence also meant it was the work of a highly experienced and disciplined analyst.
A few weeks later, we chatted with
Alex Sweet, the man behind the Substack, about what motivates his work, his investment philosophy, his analytical rigour, and, crucially, some of his UK stock ideas.
Alex didn’t disappoint. He gave a masterclass on investing in quality compounding companies capable of “beating the fade” and on how he uses his fundamental analytical approach to find these anomalous gems globally.
This episode teaches how Adam and Alex use similar, in-depth fundamental frameworks to derive different strategies. Adam focuses on contrarian deep value, while Alex focuses on growth at a reasonable price.
These two investors illustrate the type of discipline involved in professional investment analysis. They also share an interest in the crazy world of Ultrarunning. Alex talks about his newfound passion for the Backyard Ultra, an offshoot of the Barkley Marathons, an event he hopes to run 300 miles in three days later this year.
I must just tell you that the people on this podcast might own shares in the companies mentioned, but nothing you are about to hear is investment advice. The opinions expressed are purely the contributors' personal views and do not represent the views of Progressive Equity or any other organisation mentioned in this podcast. I hope you find this content informative and entertaining. I learned a lot, but please take professional financial advice before investing a penny in these crazy markets.
I also wrote a Substack article about this podcast at
HyperNormalTimes.
Made possible by
Progressive Equity.