This podcast episode emphasizes the significance of long-term investing, as highlighted by Heather from Diamond Hill, who contrasts it with the prevalent short-termism driven by quarterly earnings and market expectations. Through her discussion, she illustrates how focusing on intrinsic value, high-quality companies, and strategic capacity management fosters a partnership between investors and management while providing insights into the challenges and opportunities within the investment landscape. Heather's emphasis on the enduring nature of trends serves as a reminder for investors to adopt a long-term perspective that transcends the immediate fluctuations of the market.
