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Arno Decouttere's avatar

Great insights! Thank you

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James Emanuel's avatar

Excellent post Rene!

My mantra is that the most important aspect of investing is the CEO/management

The same company with a different CEO is no longer the same company

I've spoken about that on this MOI Global podcast: https://rockandturner.substack.com/p/moi-global-james-emanuel-interview

Too few people give the management aspect enough thought. Those that do have a huge competitive advantage

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