Lev Margolin

In this conversation with Lev Margolin, Founder and CIO of System Capital, they explore his innovative four-step framework for identifying companies poised for growth over the next five years. Lev shares insights from his early career, lessons on investment philosophy, and how he balances long and short positions. He highlights examples like toll roads as cash-flow businesses and emphasizes the importance of loss minimization. Lev also warns investors to focus on cash flow amidst market uncertainties and reveals his top stock pick for long-term success.