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Will Thomson of Massif Capital: A Reshuffling in Real Assets

Frederik's Labyrinth

CHAPTER

The Importance of Thinking Through Political Risk

The ability of management team to articulate a strategy for thinking through how they're going to deal with risks is quite important. And certain management teams have got the skillset and others don't know, you know, just the way it is sort of like everything else with management teams. Is there such a thing as a compounder in your space? But so I was trying to figure out like, are there companies that are basically like cash flow positive and can redeploy that and compound over)? So I'm curious, like, does that concept exist?

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