Value Investing with Legends cover image

Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

Value Investing with Legends

CHAPTER

What Keeps You Awake at Night?

I have complete conviction and confidence in the game plans that we have. One of the things it has been frustrating over the last five years is the vast sort of valuation of disruptors as opposed to incumbents. Ip atnieit's a recognition problem rather than an admission problem. And so at th outset, we're doing something very contrary. An en w investin the company. Gas is usually not performing, and the fee back loop between sertive leg in put ing up. But time and again, we've proven that with the right insight and the writin agement and the right fact base and th right decision, you get there.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner