Value Investing with Legends · Friday, October 30, 2026
Jim Engel discusses John W. Bristol & Company's investment strategy, which targets 'corporate athletes'—businesses featuring durable competitive advantages, above-average growth prospects, and holding periods exceeding five years. The firm assesses companies qualitatively using a framework encompassing scale, network effects, and switching costs.
“His firm looks for what it calls corporate athletes, Businesses with durable advantages and the ability to compound earnings over time.”
“At a very high level, what we're thinking of is we want companies that have durable competitive advantages. And we think of in terms of five and 10 year outlooks.”