Paul Yancich & Daniel Eisen - Taking Inspiration From Constellation and Leveraging a Long Time Horizon - Ep.84
Think Like an Owner
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Investing From a Multi Decade Compound
The types of companies that you're after don't necessarily need to have free cashall. Most allthe folks are individuals or theire collections of individuals investing their families capital. The easy part is we're looking at three to 20 million of air ar with growthof at least ten %, up to 50, 60, sometimes 70%. But capital efficiency, for us, is a big thick. That correlates with mostly boot strapped or lightly backed companies. What customers really want is a poasted, visionary product, growing where they can grow and hyprotic mark fit as opposed to lunch of stuff which hit a quarterly sales number.
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