Standing Out

10/31/2019

Valley Forge Capital’s Dev Kantesaria explains which business-quality hurdle is often the toughest for potential investments to clear, why he prefers U.S.-traded companies, the macroeconomic factor he pays the most attention to, why his cash level today is different than normal, and why he sees unrecognized value in Moody’s, Fair Isaac, Visa and Intuit.


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