The Seeds of Exceptional Performance
by Bruce Berkowitz
We tend to be more about the jockey than the horse. It's important to understand how people are going to behave under stress. You don't have to predict the future if you know the company has the assets and management to do well in difficult times. That's when the seeds for exceptional performance are planted.
Source: http://www.valueinvestorinsight.com/
Tags: value investing, management