Interview with Quoc Tran
The JRo Show
Importance of Capital Allocation & Research Process
This chapter discusses the significance of divesting assets at the right time for high returns and shares excitement about a buying opportunity. It explores the research process of identifying interesting ideas, conducting thorough analysis, and utilizing expert network services. The chapter focuses on evaluating companies, using LinkedIn to find experts, conducting ESG reviews, and building models to determine value and portfolio impact.
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