“Zeros Don’t Compound Too Well” | Scott Lundy on Margin of Safety in Investing

Описание: Learn more about EBS - https://www.ebsinvests.com/

In this episode of the Into The Storm Leaders Podcast, host Ron Kaminski sits down with Scott Lundy of Eubel Brady & Suttman (EBS) Investment & Wealth Management, and a proud strategic partner in the CultureShoc Herd.

Scott shares how EBS’s core values guide everything from portfolio management to succession planning. You’ll also hear how EBS weathered a pivotal storm by shifting their business model toward direct relationships with business owners, and the emotions, challenges, and breakthroughs that came with it.

In this episode, you’ll learn:
How EBS strives to build trust and peace of mind for high-net-worth families and business owners.
Why “zeros don’t compound too well” and how margin of safety can help reduce the risk of a permanent loss of capital.
What entrepreneurs should expect before, during, and after selling their business.
Why succession planning, risk management, and estate planning are essential long before a transaction.
A special Help First offer from EBS: a 90-minute complimentary session for portfolio and succession planning considerations.

📚 Resources mentioned:
Entrusted: Building a Legacy That Lasts - https://a.co/d/biiL1Yo
Strength to Strength by Arthur Brooks - https://a.co/d/aaxx1vO

If you’re a business owner preparing for transition—or simply a leader facing your own storm—you’ll walk away with practical wisdom and a courageous mindset to face the future.

Disclaimer: This podcast is for informational purposes only and should not be construed as investment, legal, or tax advice. The views expressed are those of the participants as of the date of the recording and may not reflect current market developments. Past performance is not indicative of future results, and all investing involves risk, including the potential loss of principal. Eubel Brady & Suttman is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Listeners should not rely solely on the information presented and should consult with a qualified professional before making any investment decisions. As a strategic partner of CultureShoc. EBS provides cash compensation (a flat, annual fee) to help support the Herd’s operations. In consideration of that support, EBS receives certain benefits, which include co-branded marketing initiatives, event participation, and introductions to CultureShoc’s clients. This creates a conflict of interest as CultureShoc has a financial incentive to promote EBS’s services. CultureShoc is not an advisory client of EBS.