Building a Global Private Credit Firm and 'Trading' Planes with Victor Khosla
Masters in Business
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Navigating Infrastructure Investments
This chapter explores the complexities of investing in infrastructure, with a focus on toll roads and aircraft. It highlights the risks of high debt during economic downturns like COVID-19 and emphasizes the importance of strategic management and long-term contracts to enhance asset value. The discussion also covers the cyclical nature of the airline industry and the critical need for dedicated management in navigating challenges such as bankruptcies and asset acquisitions.
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