CHANNEL CHECKS
‘Talk to people in the Industry; Suppliers, Customers, Ex-Employees, Competitors.’
WIN-WIN
‘Always seek Win-Win situations.’
INVESTMENT FACTORS
‘Focus on the variables that are going to drive or destroy a company.’
QUALITATIVE VS QUANTITATIVE
‘Value determinants over time are Qualitative.’
PRODUCTS
‘Are the company’s products attractive?’
TUTORIALS 41-45 RECAP
COMPANY CULTURE
‘In business, culture counts.’
MERGERS & ACQUISITIONS
‘M&A can be a minefield.’
CORPORATE DEBT
‘Excessive debt often leads to ruin.’
CAPITAL ALLOCATION / BUYBACKS
‘Capital Allocation is paramount.’
VALUE TRAPS
‘Beware Value Traps.’
TUTORIALS 46-50 RECAP
