Chris Heller - Ten Years of Weird Alternatives (EP.420)
Capital Allocators – Inside the Institutional Investment Industry
Timing and Strategy in Investments
This chapter focuses on the critical role of time in the investment process, especially within new or unfamiliar industries like whiskey. It emphasizes the balance between extensive research and the necessity to act quickly in competitive markets, evaluating management teams and industry dynamics. Additionally, it explores the shift from quantitative to qualitative assessments in investment decisions, highlighting lessons learned from past challenges and the importance of effective communication in partnerships.
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