📚 Edwin's Highlights

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A batch of the best highlights from what Edwin's read, .

In general, the upside potential for being right about growth is more dramatic, and the upside potential for being right about value is more consistent. Value is my approach. In my book, consistency trumps drama.

The Most Important Thing Illuminated

Howard Marks, Paul Johnson

We said in Chapter 8 that poor managements produce poor market prices.

The Intelligent Investor, Rev. Ed

Benjamin Graham, Jason Zweig

As a Result: The Industry’s Traditional “Off-Limits-for-Two-Years” Rule How long should a retainer recruiter have to consider a client’s employees “off-limits,” after being paid for a consulting assignment? For a while, at least. But certainly not forever. Over the years, most of the retainer recruiting profession has always upheld the industry’s traditional “Two Years Rule.” Its essence: For two years after accepting a retainer fee to strengthen a client company’s management team, the ethical firm will not weaken that team by recruiting away any of the client company’s people.

Rites of Passage at $100,000 to $1,000,000+

John Lucht

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A batch of the best highlights from what Edwin's read, .

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