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Tobias Carlisle - A Modern Walter Schloss

The Business Brew

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The Relationship Between Quality and Value

I think in order to be good at that game, like, if you're going to play the quality game, I think you have to get to the point where you can think strategically about assets and what would be in better pieces. Do you call that a quality game? So I think the quality is like part of it. It's this other, it's this strategic part of it is the part that I am kind of interested in. Maybe I'm just using a different term. When I think quality,. I think you're more like the factor. Yeah. Not that they want to think about value, but like the quality factor would just be like cash on the balance sheet rather than

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