The Education of a Value Investor cover image

The Education of a Value Investor

Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research

Mar 3, 2021
01:03:49

Podcast summary created with Snipd AI

Quick takeaways

  • Founder-led companies exhibit success through CEOs' passion and strategic vision.
  • Innovative adtech strategies like targeted banking app ads redefine customer engagement.

Deep dives

Founder-led companies have a unique strategy for success

Founder-led companies like Stone Co, Spotify, Roku, exemplify success as their CEOs show passion, commitment to long-term growth, and strategic vision, setting them apart from typical CEOs with diverse agendas. Such CEOs should possess competencies aligned with the company's goals and actively reinvest in innovation and long-term strategies, driving sustained growth.

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