MI304: Evolving The Value Investing Mold w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Innovation and Value in Capital Allocation
This chapter explores the importance of innovation and value in capital allocation, emphasizing the need for continuous innovation to stay ahead of competition. It discusses the distinction between companies that innovate and provide better products/services and those that exploit customers. The chapter also highlights the significance of analyzing a business's R&D and marketing history to ensure wise spending and value generation.
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