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RWH040: Go Global w/ Laura Geritz
We Study Billionaires - The Investor’s Podcast Network
Investing in Companies with Growth Potential
Investing in companies with growth potential is a global challenge. The investment approach focuses on companies that can grow despite the macro landscape. The strategy is a blend of Ben Graham's and Warren Buffett's principles, emphasizing companies that grow thoughtfully over time, have good capital allocation, and return value to shareholders. China's shift towards becoming a nation of consumers poses uncertainties. Despite the challenges, the investment approach prioritizes companies meeting quality and transparency criteria, less influenced by government intervention.
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