Learning from Mistakes
Mike reflects on the valuable lessons learned from past investment missteps, emphasizing the importance of focusing on wide moat businesses rather than getting caught in value traps. He shares how their approach evolved through experience, leading to significant outperformance despite initial skepticism from others. The conversation highlights the necessity of humility and continuous improvement in the investment world, underscoring that success comes from recognizing one's own fragility and the need to innovate.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
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