Investing in Companies That Put Shareholders First with Joseph Boskovich
Excess Returns
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The Importance of Management
I mean, do you think we have to lengthen our timeframes as fundamental investors and be more patient because of this? It requires a lot of patience. You know, when you see value and nobody else sees it, when you're waiting for the market to come to you. I'll give you one example we invested in uranium mining companies six years ago. And when we did that, people thought we were crazy. How funny, six years later, it's just you pick what is the feeling about nuclear energy. Everybody loves it now. That's the kind of spot when you're ahead of the crowd. But yeah, no, it's a it's a sweet spot with the
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