
140: Jimmy Soni – The Life and Times of Genius Problem Solver, Claude Shannon
Chat With Traders
00:00
The Value of Investing
They would either dive very deeply into the product, like in the case of KFC and eating it, or they would try to meet the founders. Their metrics weren't complicated algorithms, their metrics were what is the product like and what's the leadership like? Very much like a value investing sort of approach, isn't it? Well, and they held on to the stocks for 20 plus 30 plus years. And there are some estimates that show that their portfolio skewed,. though it was, one of the best performing portfolios, you know, of their day.
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