MI Rewind: Discovering Value Investments w/ Vitaliy Katsenelson
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How to Analyze a Company's Competitive Advantage
You want to buy high quality businesses, you want to buy them under value. What are the most important metrics you look at when you're analyzing a company? When you look at smaller companies, I spend more time on how well they run the business. If it's company that's not growing, then I grow in much, capital allocation becomes a lot more important.
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