Talking Research - Walter Scott
We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.
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Our podcast episodes are intended for institutional investors and consultants only.
Talking Research - Walter Scott
On the Road: Fastenal's frugal formula
How did one man’s prudent attitude spark a multibillion-dollar business empire? On a recent trip to the US, investment analyst Dr Oriana Beaumont visited Fastenal to understand how the industrial giant is still driven by its founder’s razor-sharp focus on cost control.
- Fastenal has transformed itself from a retailer of industrial products to a strategic supply-chain partner
- The Fastenal model continues to evolve, with roomy retail spaces being turned into high-efficiency warehouses dedicated to key accounts
- A cost-conscious founding philosophy drives innovation and benefits for customers
Resources:
- Beyond the ‘Korea Discount’: On the Road in South Korea (article)
South Korea’s rich ecosystem of cutting-edge companies offers opportunities for investors. Investment manager Connor Graham reflects on some of the standout meetings from his recent week-long trip to the country.
The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored, and the views expressed are those of the presenters at the time of the recording.
