TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
We Study Billionaires - The Investor’s Podcast Network
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Investing in Predictability
This chapter emphasizes the crucial role of predictability in investing, particularly through the lens of a company's future earnings and free cash flow. It highlights the impressive performance of the TCW New America Premier Equities Fund, focusing on Constellation Software for its strong cash generation and effective management strategies. Additionally, the discussion underscores the importance of insider ownership and a unique incentive structure that fosters long-term success for both management and investors.
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