"You don't know what anything is worth unless you know what can go wrong."
A 2.5-hour interview is perhaps overkill. But Anthony Deden is a smart man.
A 2.5-hour interview is perhaps overkill. But Anthony Deden is a smart man.
Key factors he looks at when analysing companies:
Scarcity
Permanence
Independence
What can go wrong?
Would you re-hire CEO if you were the controlling shareholder?
Scarcity
Permanence
Independence
What can go wrong?
Would you re-hire CEO if you were the controlling shareholder?
"I have never met a company that has grown subject to just acquisitions... When you look at something reliant on acquisitions or financial engineering, you are looking at an accident waiting to happen."
Edelweiss's largest positions 
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