Tags
Capital Allocators PodcastTed SeidesScott Wilson
Date Consumed
Oct 3, 2020
Count (Month)
7
Created
Nov 4, 2020 5:27 PM
Last Edited
Apr 20, 2021 8:32 PM
Focus on business / opportunity quality. Seek idiosyncratic risks in outcomes (i.e. different types of businesses that will do well for different reasons) to manage overall portfolio risk.