AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Investing in Turkish Businesses and Long-Term Wealth Creation
The chapter explores the concept of investing in Turkish businesses like a Coca-Cola bottler in Turkey, emphasizing the importance of understanding individual companies beyond macro issues of the country. It delves into the speaker's investment strategy of holding onto positions without imposing strict position size limits, focusing on companies with strong reinvestment strategies and long-term potential. The narrative also touches on missed opportunities like Ferrari stock and the significance of owning exceptional businesses for generating long-term wealth.