Brian Feroldi: The Investing Framework Behind 20 Years of Winners

Brian Feroldi has spent 20 years building a portfolio of long-term winners, and it comes down to a repeatable framework anyone can learn. He breaks down exactly how he finds great businesses and holds them through the noise. He joins Gav to explain why recurring revenue is his first filter, why the direction of a company's moat matters more than its size, the counterintuitive data that says big companies are more likely to 10x than small ones, and why some of his best buys ever were made at all-time highs. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Brian Feroldi: X: https://x.com/BrianFeroldi YouTube: @BrianFeroldi Stock Simplifier: the research tool he built ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 01:11 Where he starts when he finds a new stock 02:30 His first filter: recurring revenue 03:56 Why he passed on Nvidia (and what changed) 05:32 Why Micron's contracts changed the business 06:39 Why simple businesses beat complicated ones 08:13 Moat trajectory matters more than moat size 10:34 The moats that are quietly shrinking 11:35 The companies building moats right now 13:22 How to actually read a financial statement 20:00 Why he de-emphasizes valuation for quality 22:39 Why big companies are more likely to 10x 26:06 Culling losers, feeding winners 38:19 His entire philosophy in one sentence 40:21 The Starbucks story that proves the point