Perhaps you should differentiate yourself by focusing on management’s character and skill. However, you will need to focus and work hard to make a difference in understanding who is unique.
Find founder-led companies who are mission driven–one place to start your search.
Imagine putting the numbers of Berkshire Hathaway during the early days of Buffett’s takeover into a spreadsheet–would ANYONE have bought Berkshire. Who would have focused on Buffett’s integrity and skills?
My Interview at Goldman Sachs
Interviewer: Are you unbiased?
John Chew: What a dumb question! Next.
Interviewer: No matter how you answered that question, how could you have an edge in researching companies?
John Chew: Well, I ……………..
Any suggestions? Is it possible to be unbiased? And based on your answer, how can you have an edge researching companies? Prize.