Capital Ideas Podcast cover image

Conversations with Mike Gitlin: Featuring Mark Casey

Capital Ideas Podcast

CHAPTER

Learning from Failures in Investment Management

This chapter features a discussion on the importance of aligning with a company's management when investing, even if growth prospects seem promising but management is not aligned. The speaker emphasizes having a long-term perspective in investing, focusing on opportunities with high long-term returns despite short-term risks. They also explore the significance of intellectual honesty in making investment decisions and the value of traditional investing principles.

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