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Fishing in Uncrowded Waters

The Capital Cycle Podcast

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Investing in 'Little Fish'

This chapter explores investment prospects within smaller companies like AVI, Gruma, and Bidcorp, which exhibit robust governance and profitability. It emphasizes the capital cycle approach and the alignment of interests between management and investors, while detailing each company's strategic positioning and competitive advantages. By highlighting the sustainable growth and valuation potential of these 'little fish,' the chapter illustrates their appeal compared to larger industry players.

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