33min chapter

Capital Compounders Show cover image

Best Stocks 2025: A Conversation with Jason Del Vicario

Capital Compounders Show

CHAPTER

Global Investment Strategies and Corporate Culture

This chapter explores the shift in investment focus towards global markets, particularly in regions like the UK, Hong Kong, and Japan. The speakers analyze the distinctive corporate culture in Japan, which emphasizes employee welfare over shareholder interests, while also evaluating specific companies like kakaku.com and Alimentation Couchtard. The discussion extends to Constellation Software's long-term investment journey, revealing insights into effective investment strategies and the importance of understanding corporate culture.

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