MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in a Centurized Stock Market
O dreas: We've owned a centure for at least ten years, and i believe drew, that was one of the first businesses that you a wrote up and ended up in our portfolios. The censure has strategy consulting arm, it has an opera tional arm, and then has a i t out sourcing business, which they run better than any one. And what we're trying to do is go to very large businesses and say can be consistent,. not only that, but also have high margins. O'Dreas: I liked a transition to talk about one more individual stock, accenture.
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