#157: Martin Marietta $MLM - Andrew Sather

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Summary

On today's episode, I sit down with Andrew Sather who is a self-taught investor since 2012. He specializes in identifying value traps and avoiding stock market bankruptcies. You can also listen to his podcast - Investing For Beginners.

Show Notes

[2:29] Infrastructure Bill

[3:34] Not a typical minding company - economic moat

[4:32] Long-term industry tailwinds

[5:27] 125 year quarry rights

[7:56] Valuing the business

[9:47] Discussing $MLM's competitor Vulcan Materials $VMC

 

Resources

• Seeking Alpha Articles by Andrew Sather
• E-Investing for Beginners

 

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