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21min chapter
Qiao Ma: finding killer companies, surviving the GFC & why founders win
Australian Investors Podcast
Identifying Killer Products in Growth Investing
This chapter explores the identification of 'killer products' within companies that exhibit structural tailwinds supporting long-term growth. It emphasizes the crucial role of founder-led companies and sustainable competitive advantages in driving performance, illustrated by examples like Nike and On Running. Additionally, the chapter discusses strategic portfolio management, focusing on earnings growth and the balance of uncorrelated growth drivers for successful investing.
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