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Ep. 896: Tim Koller Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Impetus for the RJR Takeover

Most of the people we had contact with were senior executives. We would do both an outside diagnostic and an inside diagnostic to say, boy, look at all these things you could do to create more value. The best private equity firms now will often help companies invest in building parts of their businesses. KKR understood value better than the CEOs.

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