Preview
First Principles
04/30/2024Alex Captain of Cat Rock Capital describes what he looks for in trying to identify "outlier" companies, how he narrows a broad global opportunity set, why he believes that in investing “god and the devil are in the details,” the key lessons learned from a large mistake, and what he thinks the market is missing in Softcat, Docebo, Cettire, Kaspi and Semrush.
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