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Ep. 896: Tim Koller Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of Governance in Value Creation

Investors in mainland China only trust the share price because they think everything else is manipulated and not to be trusted. Executives there are concerned that some of their companies aren't really focused on what really drives value creation. There's more of a focus on size than there is on return on capital, size for size sake.

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