Cristiano Souza

In this discussion, Cristiano Souza, founder of Zeno Equity Partners, shares his investment wisdom gleaned from 28 years at Dynamo. He reveals his three key criteria for identifying exceptional businesses. Cristiano dives deep into the elusive founder's mindset, the growth potential of LVMH, and the importance of management team evaluation, including his own past mistakes. He highlights why Linde PLC is a staple in his portfolio and discusses AppFolio's strong positioning in property management, emphasizing long-term strategies amidst market volatility.