Pieter Slegers — 5 Great Investing Talks (#QualityTuesday)
A listening list, not a stock issue: five conversations and webinars on quality investing, with the topic list for each — and the closest thing the archive has published to a syllabus.
One-line take: a #QualityTuesday round-up with
no securities in it at all — five appearances by Slegers, each listed with the specific topics covered. Archived for the education index rather than the stock index: the five entries are added to the reading list as talks, and the curriculum they describe is a compact statement of what the archive thinks an investor needs to know — free cash flow as the central measure, capital allocation as the CEO's most valuable skill, reverse DCF as a way of reading the market's expectations, cross-market valuation differences, and how to run dollar-cost averaging properly. The one substantive market claim is in the first item's title:
"The cheapest since 1999" — the same 1999 analogue carried through
16 June and
18 June. No stock table: the post names no company, and none is inferred.
1. The five talks
| # | Talk | With / where | What it covers, in his words |
|---|
| 1 | The cheapest since 1999 | Garrett Baldwin — The Money Printer podcast | "Why today is an amazing opportunity to buy quality stocks · Why Free Cash Flow is the most important thing in the world · The most important metrics to look at as an investor · The AI-risk · The best opportunities in the market right now." |
| 2 | What is Quality Investing? — "The essence of quality investing" | Compounding Quality webinar | The philosophy of the letter, presented as a standalone session: "You want to learn more about the philosophy of Compounding Quality? This webinar is exactly what you need." |
| 3 | The Compounding Quality Story | Podcast arranged after a meeting at the Berkshire AGM in Omaha | "For the first time, I shared the full story behind Compounding Quality." The origin story of the business itself — relevant to the hub's product section. |
| 4 | Investing in Uncertain Markets | Adam Taggart (Thoughtful Money) | "Why controlling your emotions is critical to long-term success · How to identify high-quality businesses worth owning for years · Why great capital allocation is the CEO's most valuable skill · Why similar companies trade at very different valuations across markets · How to approach dollar-cost averaging more effectively." |
| 5 | Stocks to own forever | Emmett Savage — Stock Club podcast | "Why a strong competitive moat builds lasting value · How real pricing power sets great companies apart · Why reverse DCFs are useful for seeing what the market expects · Why you should let your winners run · How focused, specialized businesses can beat the big players." |
The destination links are behind "watch it here" anchors in the original and are not printed in the body text, so no URLs are recorded here. Adam Taggart's channel is the same one that hosted the archive's April 2025 Thoughtful Money appearance.
2. Talking points
The implied curriculum
- Across five talks the same five ideas recur: free cash flow as the measure that matters, moat and pricing power as the source of durability, capital allocation as the management test, reverse DCF as the valuation lens, and behaviour (emotions, letting winners run, disciplined monthly buying) as the part most investors get wrong.
- Read together, that is the archive's syllabus — and it maps one-to-one onto the seven criteria restated in the 16 June letter.
"The cheapest since 1999"
- The title of the first item is the only market call in the post, and it is the same claim being made in the paid letters that week: quality at valuations last seen at the dotcom peak.
- Paired with "the AI-risk" as a topic — the two halves of the summer's argument in one episode description.
Reverse DCF, described as a reading tool
- "Why reverse DCFs are useful for seeing what the market expects." Note the framing: not a way to produce a target price, but a way to extract the market's implied forecast so it can be judged.
- That is exactly how the reverse-DCF column is used in the monthly Buy-Hold-Sell tables — required growth against expected growth, with the difference as the margin.
Cross-market valuation differences
- "Why similar companies trade at very different valuations across markets" — the justification for a watchlist that spans Warsaw, Stockholm, Milan, London, Sydney and Toronto rather than the S&P 500.
The Omaha network effect
- "One of the best things about the Berkshire Hathaway meeting in Omaha? The opportunity to meet amazing people. That's exactly how this podcast came to life."
- Consistent with the rest of the archive: the Fairfax idea came from Lauren Templeton in Omaha, and the AGM write-up treats the trip as research rather than tourism.
Summary derived from the archived Compounding Quality post (text in transcript.txt) for personal study. No securities were named in this issue. Not investment advice. © Compounding Quality / Pieter Slegers for source material.