
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
Monetary Matters with Jack Farley
00:00
Navigating Private Equity: Strategies and Challenges
This chapter discusses strategic decisions in private equity investments, focusing on the undervalued company Kemet and the lessons learned during financial turmoil. It explores the shift from traditional to modern investment strategies, emphasizing the importance of diligence and adapting analysis for value investing in both small and tech-oriented companies. The narrative reflects on the dedication of a cohesive team while addressing the complexities of portfolio management and capital raising.
Transcript
Play full episode