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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams

Yet Another Value Podcast

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Navigating Management Relationships in Investment Decisions

This chapter explores the critical role of relationships with management teams in investment decisions, weighing the advantages and risks involved. Through personal anecdotes, it illustrates how these interactions can shape capital allocation choices while cautioning against the potential for misjudgment stemming from misplaced trust.

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