Why is costumer focus key? Steven Wood (GreenWood) & Fred Liu (Hayden Capital) discuss

This video is the second part of our conversation with Steven Wood (GreenWood Investors - www.gwinvestors.com) and Fred Liu (Hayden Capital - www.haydencapital.com). Here you can find the first episode: • TripAdvisor, Zooplus &...
Here we have discussed the following:
At the beginning we are talking about the change of supply and demand.
At 03:45 we take a look at TripAdvisor and its customer focus.
At 07:12 a talk about the negative effects of profit maximization, short-termism and the positive effects of an orientation for the long term.
At 13:15 we take a look at the American corporate culture .
At 15:59 we discuss a different models to the the critized system.
At 17:45 we are talking about the importance of a shareholder base.
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#valueinvesting #longtermorientation #deferredgratification
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[@clintonrezeki4243]

Amazing discussion 👍

[@Monopolist91]

Fred is super impressive

[@uwej.2539]

Nice one 👍