Understanding Secular Winners: Lessons from MBI Deep Dives
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Understanding Secular Winners: Lessons from MBI Deep Dives
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In this episode of the Indaloop podcast, host Thomas Li welcomes MBI Deep Dives. They delve into MBI's unique approach to selecting companies for his deep dives, emphasizing the importance of building a watch list and understanding business models over rigid screening processes. MBI shares insights into the traits of successful companies, particularly focusing on secular winners like Sherwin-Williams, and discusses how a company’s ability to adapt and maintain strong customer relationships is vital for long-term success. The conversation highlights the nuances of investing, the relevance of subscription models, and the significance of consistently delivering value to customers.
For more on MBI Deep Dives visit - https://mbideepdives.substack.com/
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