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#82 Bill Ackman: Getting Back Up
The Knowledge Project with Shane Parrish
How to Make an Investment Decision?
The most important thing for us is thathat the business quality is extremely high. We want it to be both high quality business and one that we can predict with a very high degree of confidence. It's got to be what we call a simple, predictable, free cashal generative business. And so i starbucks met the business quality threshold. The next most relevant consideration is price. What matters here is that there's a wide gap between price and value....
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