#47 | Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
The Dutch Investors
00:00
Collaborative Investment Strategies
This chapter explores the collaborative decision-making process between two fund managers, emphasizing their principle of unanimous agreement on investment choices. It discusses contrasting approaches between public markets and private equity, highlighting the need for a long-term focus on business metrics over short-term gains. The speakers share their experiences and strategies during market fluctuations, illustrating the importance of patience, conviction, and thorough analysis in achieving sustainable investment success.
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Transcript
