
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Capital Allocators – Inside the Institutional Investment Industry
Rethinking Valuation: Defying Market Expectations
This chapter delves into the complexities of valuing growth companies, cautioning against the over-reliance on discounted cash flow models. Emphasizing the significance of qualitative factors like company culture and competitive advantages, it argues for a more nuanced approach to long-term investment evaluation.
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