The Art of Stock Picking
Capital Ideas Podcast
The Importance of Meeting With Management
Capital Group spends a lot of time meeting with management and understanding what they're doing. Assessing management is not something that happens in a meeting. And watching how what they say matches up or doesn't patch up with what they do can be very instructive. UnitedHealth takes all those boxes, looking back at the transactions that they've done with incredible rigor to measure cash on cash returns.
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