ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Value investing trap 1 - Working capital"
Episode Synopsis
Some companies always seems to trade at a low multiple. Charlie Munger hates that kind of business.In this episode I go through the working capital cycle of a product company, and explain why they deserve a low multiple. If I could go back in time to understand something early in my investing career, this would be high on the list.
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