← Travis Hoy
What podcasts say about Travis Hoy
Every statement, with the speaker, the exact quote and the moment it was said.
What Travis Hoy has said on podcasts
4 statements · 1 positive · 2 negative · 1 mixed
Very low-multiple companies with business durability can perform well.
“if you can find those companies that are trading extremely low multiples that actually have a little bit of legs, uh it can actually do pretty well”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 28:31
3M returned 45% over ten years, mainly from early cost cutting before growth stalled.
“3M was actually the best performer. Stock was at 45%. Almost all of that happened in the first couple of years. did a bunch of cost cutting measures, improved profitability, and then growth essentially died.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 34:02
Home Depot stock fell 23% over the following decade.
“Home Depot did horribly. The stock was down 23% over the next decade.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 34:26
GE was the worst performer, declining 58% over the period.
“GE was actually the worst performer, down 58%.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 34:31
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.