How to Choose a Good Investment for George LeVoddess

George LeVoddess: I look for stuff where there's on the long side, you know, some kind of secular tailwind and that it's a relatively sleepy company. He says he also looks for companies with clear competitive advantages,. A reasonable balance sheet, obviously is another thing. And then on valuation, just,you know, I want valuation to be reasonable more than anything else.

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