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Understanding Secular Winners with Li Abdullah Al-Rezwan

Episode Intro:
In this episode of the Indaloop podcast, host Thomas Li welcomes Abdullah El-Rezwan, the author of MBI Deep Dives. They delve into Abdullah’s unique approach to selecting companies for his deep dives, emphasizing the importance of building a watch list and understanding business models over rigid screening processes. Abdullah shares insights into the traits of successful companies, particularly focusing on secular winners like Sherwin-Williams, and discusses how a company’s ability to adapt and maintain strong customer relationships is vital for long-term success.
23minutes

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