strategy
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 5, 2021 by Michael Mauboussin · across every show →
Everything said about strategy, oldest first
Oct 5, 2021
Mauboussin: Strategy and Valuation Must Be Integrated to Evaluate Businesses
“You have to combine these two things to understand a business and to do evaluation properly. So in other words, the litmus test of a strategy is that it creates value. And you really can't understand or value a business until you understand the competitive sit…”