weaker businesses

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 8, 2023 by Jim Falbe · across every show →

Everything said about weaker businesses, oldest first

Jun 8, 2023
Insight
Falbe: Automated monitoring of weaker peers provides an early disruption warning
“However, disruption tends to occur in the weaker businesses first. So if we have the machine watching for changes in these weaker businesses, it gives us a leg up to hopefully avoid disruption before it would impact one of our companies sooner.”
Jim Falbe Jun 8, 2023 ▶ 49:17 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
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