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MI276: Finding 100 Bagger Stocks w/ Chris Mayer

The Intrinsic Value Podcast - The Investor’s Podcast Network

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The Dangers of Losing a Founder

You tend to stay away from companies that are more so price takers and things like commodities? I would say yes, definitely. Tech specifics are kind of more of an exception. But yeah, I mean, I generally don't look at commodities or any of those kinds of industries. I want to have a company that can raise prices and if it needs to. What other things would be warning signs for management? You talked about how founders and a founder like company is typically a positive sign. If he left with the company, still be as great as it is with him. Or like, how do you think about situations like that?

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