Richard Cook - Traversing For Value
01:29:07
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2024/8/22
The Business Brew
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Chapters
Welcome to The Business Brew
Introducing Richard Cook
Richard's Investment Philosophy and Strategy
Shoutout to the Editing Team
Emerging Markets and Government Influence
Investment Holdings and Long-Term Strategy
The Power of Buybacks and Controlling Shareholders
Avoiding Bias in Investment Decisions
Lessons from Past Investments
Navigating Market Cycles
Insights on Bottling Businesses and Global Consumption Patterns
Investment Strategies and Intrinsic Value
Challenges in Forecasting Business Durability
Insights on Company Valuation
Case Study: Kraft and Mondelez
AB InBev and the Craft Beer Market
Investment in Jumbo During the Greek Crisis
Evaluating Emerging Markets
Building an Investment Firm
Conclusion and Final Thoughts
Shownotes
Transcript
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