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Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

Value Investing with Legends

CHAPTER

The Quality of the Management Interacts With the Type of Strategic Outlook

Rafael Rafaela: How much does the quality of management affect a company's strategy outlook? He says in almost every firm that he has ever visited, there are many activities that don't create value and the firms are overly ambitious. His single biggest advice is always start with an assumption that you're doing too many things.

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