Talking Billions with Bogumil Baranowski cover image

The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners [Excess Returns Podcast]

Talking Billions with Bogumil Baranowski

00:00

Sector Neutrality and Avoiding Price-Takers

Joseph says sectors matter less than revenue diversity and avoids businesses that are price-takers or tied to commodities.

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