Outsourced R&D Insights
Paul discusses the unique perspective on valuing companies like Christian Hansen, emphasizing their role as outsourced R&D firms that deserve higher multiples due to their growing services and margins. He highlights the importance of assessing company culture through qualitative methods, such as speaking with former employees, to gain insights that traditional financial analysis often overlooks. This approach can provide a significant competitive edge 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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