On July 07, 2020, Charlie Songhurst, former Head of Strategy at Microsoft, appeared at Patrick O’Shaughnessy’s podcast “Invest Like the Best”. Mr. Songhurst invested in 483 companies, and it is one of the best episodes I have listened to in this year. At one point he mentioned the following on how analysts based on the East Coast and the West Coast look at businesses differently:
My Approach to Valuation
My Approach to Valuation
My Approach to Valuation
On July 07, 2020, Charlie Songhurst, former Head of Strategy at Microsoft, appeared at Patrick O’Shaughnessy’s podcast “Invest Like the Best”. Mr. Songhurst invested in 483 companies, and it is one of the best episodes I have listened to in this year. At one point he mentioned the following on how analysts based on the East Coast and the West Coast look at businesses differently: