Capital Allocators – Inside the Institutional Investment Industry cover image

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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