Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
Capital Allocators – Inside the Institutional Investment Industry
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Learning from Negatives: A Roadmap to Business Value
This chapter explores the significance of learning from previous managerial mistakes and emphasizes the value of forming long-term partnerships in investment strategies. It underscores a patient, concentrated investment philosophy that prioritizes thorough understanding of companies, while also discussing risk management and the selection of compatible investors for sustainable growth. The speaker reflects on their commitment to nurturing meaningful business relationships and the challenges of driving change in companies to foster long-term success.
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