In this Ep of Finding the Front it was a privilege to host Robert Millner AO, widely regarded as one of Australia’s most experienced and respected investors and Chair of iconic company, the 120+ year old Soul Patts (Washington H. Soul Pattinson). Rob is the 4th generation of his family to lead the business and the simple but important takeaways from this conversation are compelling for all investors.
Rob has been Chair of Soul Patts over the past quarter of a century overseeing significant growth in shareholder value and increasing the dividends paid every year over the last 25 years.
This podcast covers comparison to Berkshire Hathaway, his family upbringing, first job in the markets, the Soul Patts journey and focusing on good people and cash generation, New Hope Coal, Brickworks, TPG, buying businesses and what is key, his view on the cost of doing business, the current market conditions and the US and much more.
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Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.