
Thomas Russo – All About Google (Capital Allocators, EP.90)
Capital Allocators – Inside the Institutional Investment Industry
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Rethinking Investment Metrics and the Value of Perseverance
This chapter delves into the nuances of assessing company quality, stressing the significance of management and strategic vision over surface-level financial metrics. The speakers critique Wall Street's obsession with cash flow ratios and recommend insightful literature that showcases resilience and growth in both personal and corporate contexts.
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