New growth investing opportunities, part I
Capital Ideas Podcast
00:00
How Important Is Company Management in Your Decision Making Process?
I would rather have the company where if it falls, I am pretty sure I'm going to buy more. The insurance brokerage companies are the ones who sort of distribute as opposed to take the risk. So they're sort of a toll taker on inflation in some ways. And so those companies, easy to happen where a company can fall and you ask yourself, do I want to keep holding this? Some people might have thought was there around social media, for example. Well, taking that a step further, I'd love to hear your views on how you think about company management and how important that is in your decision making process.
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