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TIP605: Untangling Global Outperformers w/ Dede Eyesan
We Study Billionaires - The Investor’s Podcast Network
Identifying and Holding Onto Outperforming Companies
Identifying and holding onto outperforming companies can be challenging due to the need to weather stock volatility and skepticism, as well as the persistence required for in-depth research. One approach is to invest in areas within one's circle of competence, such as consumer businesses, as they are easier to track and understand. Additionally, seeking out deeply oligopolistic markets or natural monopolies can offer opportunities for outperforming companies, like airports of Thailand, which benefited from Thailand's economic growth and a favorable business model, and Texas Pacific Land Corporation, which capitalized on its unique position in the energy sector despite poor management.
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