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Ep. 236 - Learning and Growing from Market Drawdowns with Ryan Reeves, Founder of Infuse Asset Management and CIO of Infuse Partners LP
Planet MicroCap Podcast | MicroCap Investing Strategies
How Do You Evaluate a Business From a Qualitative Perspective?
Most of the companies i'm told to find are at least a billion dollars. I generally don't really go, you know, aboveonow, like a hundred and 50 on. The way i think about the qualitative piece is value capture and value creation. And so if you can help people, you save time money, then em, ou will, it will likely grow. So that's thethe value creation piece,. If youre constantly creating value, and the trajectory of that value has to be growing. Am, no, like, i wager whatever you're about to say, it won't offend me.
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