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#30 William Thorndike: The Outsiders

Investing by the Books

CHAPTER

Do You Always Speak With Management Teams?

i prefer management teams that are stingy in the time they allocate to invasto relations. The process we had to go through to speak to the cos in the book, even though they were retired as a group,. They were famously reclusive. And if you do the work, they generlly want to talk abt anand you're not worried about your next quarter's earnings or next year's earnings. You're interested in ser a more fundamental conversation around their business and a longer term outlook.

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