" I had a very interesting experience with P.C.Chatterjee, one of my investment advisors. His concept was to look at technology companies as asset-rich companies, where the customer was treated as an asset. If a company had a strong customer base, it could be worth a lot even though it had a lousy management and a lack of products.
And he felt that with a little push, these values could be unlocked. It proved to be a valid concept. "

― George Soros , Soros on Soros: Staying Ahead of the Curve