Fair Value Estimate

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Fair Value Estimate, every show

Saguaro holds elite compounders through fair value estimates unless better opportunities arise
“What we've tried to do is say, hey, if we've got one of these really rare, truly great businesses, it's okay if it kind of gets to our midpoint of value, our fair value estimate. Unless we have some other opportunity that's just so much more compelling, let's …”
Jim Falbe Jun 8, 2023 ▶ 38:33 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

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