24min chapter

The Acquirers Podcast cover image

Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon Partners | S06 E40

The Acquirers Podcast

CHAPTER

Navigating Investment Durability

This chapter explores the intricate process of portfolio construction, emphasizing strategic investment sizing and decision-making criteria. It highlights the significance of cash flow and durable business practices, while also examining the cultural uniqueness of Japanese companies. The discussion further delves into management qualities essential for long-term growth and the potential risks associated with aggressive investment strategies, such as those exemplified by SoftBank.

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