Outsourced R&D Insights
Paul discusses the unique perspective of viewing companies like Christian Hansen as outsourced R&D firms, which allows for a different valuation approach that recognizes their growing margins. He highlights the importance of assessing company culture through qualitative measures, emphasizing that understanding the experiences of former employees can provide invaluable insights that traditional quantitative analyses often overlook. This approach can create a significant competitive advantage in the investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
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