Coffee Meets Investing
Asked on 07 Jul 2018
It depends on your strategy.
A deep value strategy like net net where you pay a fraction for the assets, management is not important.
If you buy a founder-led company or an A-grade stock, the business viability and prospect is important, and hence management will play a bigger role. The trap is that investors do not have the ability to discern this properly but they think they know a lot.