What we learned at drexel underpins our investment philosophy: protect your downside and don’t lose money.
“A high return on capital (not contributed by a very low margin operation where margins could fall) which is sustainable – pricing power, low cost advantage etc. Ability to deploy incremental capital at high rates of returns i.e. growth prospects. Ability to self-fund growth” Please follow and like us:0
The Greatest Influence you can have over intelligent people-and the greatest influence they will have on you-comes from constantly getting in sync about what is true and what is best so that you all want the same things. Please follow and like us:0