Thanks, Very difficult to execute this in terms of depth and quality of research : . "They have a team of 11 to analyze a universe of about 160 companies. As an example of the depth of their research, 2 analysts worked on Adobe for 15 months to get to know the company in detail."
You're right! My main takeaway from them as a private investor is 2-fold: 1. We do not have the time they have, so we should constrain our investable universe, and be very selective in our picks. This allows us to maximize our time spent. 2. Pick a strategy that fits your personality. These guys are passionate about their strategy. I hope it was of some use.
This is awesome Kevin. Very few people do understand that if you can manage to keep emotions out of it, beating the market can be as simple as that.
Right, and keeping emotions out is the hardest part 🙂
Great read Kevin, thanks for sharing
Thanks!
Great ✍️ 🆙 ! Interesting 🧐
🙏thanks!
Great post! Everyone can follow the basics here: 1) Find your universe of stocks. 2) Research it in depth. 3) Wait for the price to come to you.
Great Article!
Love the 5 guardrails. Especially the cash-rich element.
It has in the last few months especially become a must-have for potential investments
Thanks, Very difficult to execute this in terms of depth and quality of research : . "They have a team of 11 to analyze a universe of about 160 companies. As an example of the depth of their research, 2 analysts worked on Adobe for 15 months to get to know the company in detail."
Not for a particular investor, more for a fund.
You're right! My main takeaway from them as a private investor is 2-fold: 1. We do not have the time they have, so we should constrain our investable universe, and be very selective in our picks. This allows us to maximize our time spent. 2. Pick a strategy that fits your personality. These guys are passionate about their strategy. I hope it was of some use.
it was. They are indeed very talented.