Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
The Dutch Investors
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Investing Principles and Management Accountability
This chapter critically examines the alignment of management teams' interests with those of shareholders, particularly in the context of value investing. It contrasts the long-term strategies of Wrigley with the short-term focus of Heinz, illustrating broader concerns about short-termism in American capitalism. The discussion highlights the importance of quality in business and investment decisions, emphasizing the need for a deeper understanding of market mechanics in today's digital landscape.
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