4min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

How to Assess if a Company Can Grow Through a Recession

During the great financial crisis, your portfolio increased by 280%. How do you go about accessing if a company can grow through a recession? I like to combine kind of growth and survival together. And when I'm looking for just happens like right now, I'm positioned pretty heavy in healthcare.

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