Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
Monetary Matters with Jack Farley
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Navigating Transition in Investing
This chapter explores the speaker's journey from banking to public equity investing, emphasizing the lessons learned from early career challenges and the importance of relationships. It discusses the strategic decision to invest in struggling ventures during market downturns and the foundation of a refined investment approach that balances risk and opportunity. Additionally, it highlights the significance of engaging with management and fostering open communication to assess investment viability and drive successful outcomes.
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