Lisa Rapuano of Lane Five Capital Management

http://www.valuepodcast.com/137#t=2:29.180

Key Points:

  1. don’t dismiss technology
  2. absorb and learn as much as you can – continuous learning
  3. adopt your methodology to new fundamental changes in a market
  4. Invest with integrity
  5. Define what your competitive advantage is and stick to it.
  6. Don’t become what others want you to be. ¬†Focus on what is natural for you or your personal style

 

More Points:

  1. Beware of high leverage in the business
  2. Be very careful when buying a company when there is a lot of positive emotion behind it.
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