
MI Rewind: COVID-19 and Growth Investing with Simon Erickson
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Where Do You Look First?
The first one that would be a kind of a deal breaker is just a management team that you don't have faith in, right? There's a lot of companies out there that are in the right place at the right time, and they're never going to make any any shareholder value for you. The second thing that i would this is something i would encourage all investors to do, is come up with specific metrics that are very important for that company. And if you can answer those questions, you're ahead of 98 % of the investing world out there,. Because you're thinkingi at a higher level, about what really matters for this company to produce meaningful cash flows for its for its shareholders
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