RWH013: Move Slow, Win Big W/ Thomas Russo
We Study Billionaires - The Investor’s Podcast Network
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Investment Philosophy and Strategic Decisions
This chapter focuses on the importance of a disciplined investment philosophy centered on undervalued assets and strong brand identities. It discusses the necessity of timely divestment from underperforming investments, illustrated through examples like Juul and Wells Fargo, while examining broader market risks. Additionally, the chapter highlights successful long-term strategies in consumer brands and the potential growth in emerging markets like India and Africa.
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