Jason and Tyler discuss the importance of sound corporate governance, particularly during economic uncertainty such as tariffs. They emphasize conservative investment underwriting and evaluating management incentives. Tyler highlights two professional services firms, FTI Consulting and EXL Services, which can excel in shifting environments. Jason shares recent investments in companies like First Solar, Live Oak Bank, and QXO, and these firms' long-term potential despite current market challenges.

03:27 Impact of Tariffs on Businesses

10:35 Characteristics of Successful Companies

22:34 Investing Strategies and Management Incentives

31:09 Current Investment Opportunities

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