PERSON DIRECTORY
Simon Kold
Simon Kold appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Simon Kold’s quality framework replaces founder worship, high returns, and polished letters with empirical tests of product passion, customer focus, employee retention, and capital allocation.Buybacks must weigh a 25% incremental IRR against irreversible capacity loss, while pricing power can be consumed through extraction; network effects may make restraint a future catalyst, but beer’s durability remains exposed to GLP-1s and changing consumption.