
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Capital Allocators – Inside the Institutional Investment Industry
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Crafting a Quality Investment Strategy
This chapter explores the essential traits that define a great business for investment consideration, focusing on free cash flow and competitive advantages. It emphasizes qualitative evaluation methods, portfolio management strategies, and the effective use of technology in decision-making. Through practical examples and discussions on risk management, the chapter reveals the intricacies of selecting high-quality investments within a structured approach.
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