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The bull market for Australian small caps - Claude Walker

Equity Mates Investing Podcast

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Evaluating Investment Quality

This chapter focuses on the significance of selecting high-quality businesses and understanding management quality in making investment decisions. The speakers share personal experiences and insights into assessing analysts' interactions with management, highlighting the challenges in maintaining genuine skepticism within the industry. Emphasizing the importance of integrity and sustainable growth, the discussion guides listeners on identifying trustworthy management and informed investment opportunities, particularly in small-cap companies.

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