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Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders

Far From The Finishing Post

00:00

Investment Approach, Cash Generation, and Synergies

The speaker discusses their investment approach, metrics used to track and motivate companies, and gives an example of how cash generation affects management. They also talk about the importance of cash flow and aligning incentives with shareholders' interests, as well as finding synergies between specialists and generalists in their fund.

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