Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]
Invest Like the Best with Patrick O'Shaughnessy
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How to Evaluate a Company's Bottom Up Framework
Starting up bottom evaluation, cash flow is always the most important thing. I think there is a great place for activist investing when it's done correctly. We've seen what can happen when it's not and it's done at a greed and leverage. So to try to find something where you believe an activist will come along and maybe it'll be you that ends up doing it or you can sit on something.
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