6min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is There a Permanent Right to Win?

CEO Bo Knudson describes his ideal companies as those who have a permanent right to win. What is an example of a manager who has a permanently right to win? We look for the culture of continuous improvement, intangibles and team-based approach. If you can't find that edge in your investments, it probably means the manager doesn't have one.

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