In this episode of the Indaloop podcast, host Thomas Li welcomes Abdullah Al-Rezwan, the author of MBI Deep Dives. They delve into Abdullah’s unique approach to selecting companies for his deep dives, emphasizing the importance of building a watch list and understanding business models over rigid screening processes. Abdullah shares insights into the traits of successful companies, particularly focusing on secular winners like Sherwin-Williams, and discusses how a company’s ability to adapt and maintain strong customer relationships is vital for long-term success. The conversation highlights the nuances of investing, the relevance of subscription models, and the significance of consistently delivering value to customers.