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Nicolai Tangen - Decision-Making and Intuition in Investing

Value Investing with Legends

NOTE

Understanding Company Management and Conversations with CEOs

When talking with CEOs, the conversation starts with discussing the overall market and market share gains. Understanding pricing, cost structures, and operational leverage are important. Corporate culture is now given more emphasis. The example of two similar companies with different performance is highlighted. The importance of the banking sector is also mentioned.

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