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Understanding Secular Winners with the author of MBI Deep Dives

Episode Intro:


In this episode of the Indaloop podcast, host Thomas Li welcomes the author of MBI Deep Dives. They explore a unique approach to selecting companies for in-depth analysis, emphasizing the importance of building a watch list and understanding business models over rigid screening processes. The discussion covers the traits of successful companies, with a focus on secular winners like Sherwin-Williams, and examines how adaptability and strong customer relationships are essential for long-term success. The conversation also highlights the nuances of investing, the relevance of subscription models, and the importance of consistently delivering value to customers.

23minutes

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