Invest Like the Best with Patrick O'Shaughnessy cover image

Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324]

Invest Like the Best with Patrick O'Shaughnessy

00:00

The Concept of Trading Assets and Moving Portfolios Around

Successful companies are very active with their portfolios and quick to exit businesses when they see challenges coming/nPivots often require exiting businesses while they still look good/nOperating leverage is important to getting a multiple on growth and generating free cash flow/nBest-in-class companies generate free cash flow pretty close to 100% of net income

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner