“…using this multi-counselor approach with one multi-counselor taking the initial decision, others following and buying at sometimes better prices…”

Django Davidson · The Master Investor Podcast with Wilfred Frost · How to Profit When Cycles Turn - Django Davidson on Capital Cycle Investing

Play from 27:25
27:25

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What was described

Employ a multi-counselor approach for European chemical investments: one analyst makes the initial decision and others follow, sometimes at better or similar prices

Said nearby on the same subject

“I’m typically pricing cash flows… the pricing exercise has been very similar… higher component of underwriting and qualitative assessment.”
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Hans Wildens
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“And then we also have a monthly subscription. So similar to some of the other wearable models like Aura and Whoop where you have hardware plus software. And what's the software subscription price? Between $19 and $29. But right now everyone's pre-ordered at $29 a month.”
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Jack Walters
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“Moving too fast... cut staff right away and they raise prices before they do anything to better the service... we try to do the opposite and we invest in the people first”
♫
Said on The Wash Exchange
Contrarian take Share this moment
“One problem is that discounts attract the wrong clients for your firm. When you lead with a price reduction, you're quite literally signaling to a prospect that price is the primary factor they should be weighing in their decision.”
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Ryan Lazanis
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Contrarian take 66% discount, $600 normal monthly package, $200 discounted, $400 lost … Share this moment

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