Focused Compounding cover image

Ep 478. A-Z on IGV: Value Hunt in Software

Focused Compounding

00:00

Clearing obvious pass candidates

The hosts dismiss Aurora and other early-stage or unprofitable names as unsuitable for their value approach.

Play episode from 43:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app