
Interview with Dan O'Keefe
The JRo Show
Layers of Risk Management and Research Process
This chapter delves into the different layers of risk management in their portfolio, such as business quality, balance sheet strength, and growth. It also explores their research process, including the funnel system for company selection and the various methods of filling the funnel. The chapter highlights the importance of analyzing a business as a potential owner and the constant interaction between analysts and hosts.
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