Process Failures Unveiled
Josh reflects on a past investment that, despite yielding profits, was deemed a process failure due to unrealistic expectations and flawed modeling. He emphasizes the critical importance of timely leadership changes, noting that delays in firing underperforming CEOs often lead to regret. Additionally, he observes a potential pullback in private equity allocations as market valuations appear frothy and economic conditions shift.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
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