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Metcash (ASX:MTS) deep dive: Contact AM's Will Culbert dives into Australia's leading independent supermarket retailer

Australian Investors Podcast

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The Importance of Communication in Valuation

With BKI we have an investment committee that we communicate through our stock sheets and they're not unlike broker investor note really. In the early days though when we first really going deeper on the stock we do a checklist which is 48 questions go through a key. Less is more a lot of time with this kind of thing but that is communicated amongst the team. If it's important we'll talk to each other but it's also just a good guide for the future. It's quite useful as well. I think you're going to talk about this today or in the next episode where you talk about the corporate memory or the investment memory from research in companies that you no longer invest in then you

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