“The core tenet of what we do is, we invest in emergent and established monopolies and oligopolies that grow earnings power at 20–30% plus, and trade at reasonable prices. We think game selection is the most important thing you ever do as a leader and an investor. What does that mean? Pick a game that you can win that’s valuable….This was the most important decision in my career.” —Yen Liow
Links - 11/28/2021
Links - 11/28/2021
Links - 11/28/2021
“The core tenet of what we do is, we invest in emergent and established monopolies and oligopolies that grow earnings power at 20–30% plus, and trade at reasonable prices. We think game selection is the most important thing you ever do as a leader and an investor. What does that mean? Pick a game that you can win that’s valuable….This was the most important decision in my career.” —Yen Liow