MI158: Investing for Outsized Performance w/ Jeremy Deal
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Is It Easier to Buy a Share in a Business?
I think it's very hard to have an advantage by screening for a cheap company. There's no competitive advantage there. But what's hard is to use the market, the stock market, as a way to purchase a stake in a business. And allying yourself with the tip of the spear kind of one % leadership team,. What are they doing and how is this going to look in a few years? We're managing multi generational capital. So we're in a different position, i think, then traditional hedge funds that need to make the month, or make the quarter, or even make the year. The vast majority of my family's worth is invested in our fund. And so we
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