Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
The Never Sell Thing
I think there's a lot of merit in the never sell thing. I would only ever consider it for like these two or three hundred of the best businesses in the world because they're so hard to get into. The things that you're watching for is the management team losing its mind are they starting to lose their invincibility? You got to watch them and the reasons that you sell these things are not valuation because they're just so hard toget into.
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