Long-Term Investment Strategy
The discussion centers on a shift from traditional IRR metrics to a focus on money on invested capital, emphasizing the importance of long-term growth and compounding returns. The approach advocates for using generated cash for acquisitions or dividends, depending on market opportunities, while ensuring investors understand this unique investment model. The philosophy draws inspiration from Warren Buffett's principles, highlighting the magic of compounding over time.In this clip
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Acquiring Minds
Buy as Search Fund, Keep as Long-Term Owner | Juan Aguilar Interview
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