A.U.M. cover image

Alex Fitch - Eliminating Ego and Finding Value

A.U.M.

00:00

Evaluating Cyclical and Growth Businesses

This chapter explores methodologies for assessing cyclical businesses and the impact of economic conditions on company performance, using John Deere as a case study. It also addresses the complexities of valuing high-growth firms like Salesforce and Alphabet, highlighting the importance of evolving investment strategies in the context of significant capital expenditures.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app