Investment Time Horizons
Rashmi emphasizes the importance of long-term thinking in investments, considering whether a company can thrive in the next decade. With a high IRR hurdle rate exceeding 25%, she highlights the significance of identifying companies that not only benefit from industry growth but also leverage technology to expand their market. This disciplined approach blends growth potential with a strong focus on cash flows, shaped by her early training in value investing.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
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