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Jenny Wallace - Identifying Value at the Summit

Value Investing with Legends

CHAPTER

The Value of Cash

In a zero rate environment effectively it's in fact a penalty to a high return business to keep too much cash. We need to be very sure that the management team will do smart things with that cash. A history of high returns on invested capital and a management team if they own stock is terrific but that is compensated in a way that's aligned with public shareholders is critical.

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