Corporate Athletes: Durable Competitive Advantages and Long-Term Investing
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Welcome to a new edition of the Valley Investing with Legends podcast. My name is Michael Mobison and I'm an adjunct professor at Columbia Business School. and a faculty member at the Halburn Center for Grammar Investing. I'm here with my co host. Tano Santos.
the Robert Halburn Professor of Asset Management and Finance at Columbia Business School, and the faculty director at the Hobburn Center. Hi Tano, how are you? How's the semester off? The semester is good. I thought my modern value Block week and the students are off to the applied value investing, they create super highway, taking dialective, so a good start to the Helbrun yeah.
That's fantastic. A great business is not automatically a great investment. Price matters, of course. But so do the durability of the company's competitive advantage. The opportunities to reinvest.
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