3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Importance of Interacting With Management

Sally Kohn: 95% of due diligence is analyzing if customers and employees are happy. If you want above average returns, you need to do what average investors aren't willing to do. What does this interaction piece look like for you when you're analyzing a business? She says it can take a variety of forms including talking to ex-employees or people who have been in the company for years.

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