5min chapter

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Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter

Value Hive Podcast

CHAPTER

How Much of That Simplicity Is a Function of the Deep Work You Do?

Conomie: My grandmother was the head of her stock club, and i learned compounded interest out of her chequ book as a little boy. We want recurring revenue businesses that are high return on omestic capital, that have no minimal syclicality. Conomie: For us to make an investment, and we make very few, is we've got obasely know the business cold right now. It might be something like par technology, which we own right now,. You know, everyone can say o foris a luxury brand, and we understand the unit economics.

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