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Chris Davis - A Multifaceted Perspective on Financial Services

Value Investing with Legends

CHAPTER

Is It a Good Thing?

When you value a business, you're really valuing two different components. You're valuing the business as it is to day, and what your expectations are for that business going forward. Michael: Do you think amazon is a business can continue to thrive under new management? And generally, how do you think about management and management succession more generally? Are there cases where it's a good thing, or even continued strength, orWhere do you get concerned when there's management change?

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