10min chapter

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David Bastian: Distressed Investing 101 w/ Kingdom Capital

Value Hive Podcast

CHAPTER

Expanding Profits and Margins in Quality Compounder Investments

This chapter discusses the investment philosophy of Kingdom Capital, focusing on concentrated investments with upside potential. It highlights the importance of understanding the reasons behind cheap prices and avoiding adverse incentives at the board and executive level. The chapter also touches on insider ownership and alignment, as well as the framework for investment management in emerging funds.

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