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Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers

The Synopsis

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Navigating Business Valuation

This chapter explores the key criteria for selecting businesses, focusing on barriers to entry and sustainable profitability. It emphasizes the importance of GAAP profitability over pro forma adjustments to assess a company’s true value creation and critiques common misunderstandings of accounting metrics. The discussion further addresses the complexities of financial assessments in the tech sector, analyzing how investment strategies can differentiate between growth potential and established profitability.

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