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Tobias Carlisle - A Modern Walter Schloss

The Business Brew

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The Importance of Quality in Investing

I think people are going to be interested in reading a book like that from you. I'm not, I don't dispute that at all. But I think that- It's not inconsistent. That's not what I mean to imply. And I just don't think that's quality. So much like it's a, it's a quality, you know, it's not even quality. There are only three factors. You know, is the business impregnable? Is the,. is the business inevitable? Like, is it one of those businesses that is just that strong? Is the management team one who understands investing? Does it introduce harmony and variety and all of these other qualities that

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