Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
Long-Term Investment Philosophy
This chapter examines a firm's operational philosophy centered on long-term investments, emphasizing partnerships with a small number of clients. It discusses the criteria for selecting investments and the emotional dynamics involved when companies are unexpectedly acquired. Additionally, it highlights the firm's impressive growth in assets under management and their unique approach to nurturing relationships with management teams.
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