On today’s episode, Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business.Cristiano Souza is the founder of Zeno Equity Partners, a firm he started in 2022 after spending 28 years at Dynamo. From 1994 through 2015, he was on the team that managed the Dynamo Cougar fund, which invested in high-quality equities in Brazil. During that time, the fund compounded at 24% per year in US dollar terms.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro03:33 - The three things that Cristiano looks for in a business.13:43 - What the Founder’s Mindset is, and why it is so difficult to find.18:53 - Why Cristiano believes that LVMH has a significant opportunity to continue to grow.33:53 - The mistakes Cristiano has made in assessing management teams.39:57 - Why Linde PLC is a core position in Christiano’s portfolio.51:17 - Why AppFolio is well-positioned to continue growing in the property management space.And so much more!Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES<ul>
<li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">TIP Mastermind Community</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
<li>Cristiano’s firm: <a href="https://zenoep.com/">Zeno Equity Partners</a>.</li>
<li>Book mentioned: <a href="https://www.amazon.com/Mastery-Robert-Greene/dp/0670024961?crid=NJ6DPZEMOTL6&dib=eyJ2IjoiMSJ9.4qIlczsj-G-SrbGvX3m52-TUe-DbXQ_jJqQ4b1Kfp3GIseTcRMQMn7od6fqEFbSSNUXTB6YBrmQqBrOJzjiehGHJc3b1W3ked0D1ujkOn2XEIGgBEP3eKNSKdzuC2SpM1tasLKqhjd1F5T9yoicINhbYiFALQ6zKS7bTgpTzG4Ztn3IXN97Apr9VobKxOVmar-JHne9hRKlIHETNvswlUNaZpnZY-0AynwTQkOCl3M0.ZUd1rtvbBFtr76yfrhQrUeBYEEM6MzCWhevtfuDwqJU&dib_tag=se&keywords=mastery+robert+greene&qid=1741363887&sprefix=mastery%2Caps%2C136&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=08ed36b1c8093c6f75691b9a1cc120c3&language=en_US&ref_=as_li_ss_tl">Mastery by Robert Greene</a>, <a href="https://www.amazon.com/Nvidia-Way-Jensen-Huang-Making/dp/1324086718?crid=2ISFEQ34YW4WZ&dib=eyJ2IjoiMSJ9.6Dsq7PGAK0HoB_BtZmssGyadFaaOalyghTJsuX7W2t10PU5fhFooliozzPJZHQGlbDBBeUBXULEvZlMLAgLAh3KDu7w67ECqjKR5CpmV16CyUMomTWNwa5JykCa4wh8GSnpaMEZjCKc8zDUHcenFeEJv3OyaiVWOc2Xufe438ULM9tpDlhEh-oCPjNSAXm3Kw1j8eQty7XIT_56_4ymmQLAT0bf1FAkiwTSyFAryZMQ.hSfj1jD9CWcLjuDAH9kHuEpey9WiGU2PEufONGz0ZDE&dib_tag=se&keywords=the+nvidia+way&qid=1741363928&sprefix=the+nvidia+way%2Caps%2C133&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=05fc9d688f4cee804024e2a7ae2059a1&language=en_US&ref_=as_li_ss_tl">The Nvidia Way by Tae Kim</a>.</li>
<li>Email Shawn at <a href="mailto:shawn@theinvestorspodcast.com">shawn@theinvestorspodcast.com</a> to attend our free events in Omaha or visit <a href="https://www.theinvestorspodcast.com/how-to-attend-the-berkshire-hathaway-annual-meeting/">this page</a>.</li>
<li>Follow Cristiano on <a href="https://www.linkedin.com/in/cristiano-souza-852b769/">LinkedIn</a>.</li>
<li>Follow Clay on <a href="https://twitter.com/Clay_Finck">X</a>. </li>
<li>Check out all the books mentioned and discussed in our podcast episodes <a href="https://prodcast.io/wsb">here</a>.</li>
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</ul><h3></h3>NEW TO THE SHOW?<ul>
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<li>Try our tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/">TIP Finance Tool</a>.</li>
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<li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/">best business podcasts</a>.</li>
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