How to distinguish a superb value creator from an also ran

The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return
The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return
The most successful sailors are those who have a particular mindset in how they deal with the setbacks.
Doing what everybody else is doing at the moment, and therefore what you have an almost irresistible urge to do, is often the wrong thing to do at all
Really wonderful companies will often get overpriced and selling means losing a position in a first-rate company.
As John Templeton would advise, you look for your bargains amongst individual stocks
Worth reading because I have beaten the market for 1,3 and 50 years
Robust decision-making embraces many plausible futures, then helps analysts and decision makers identify near-term actions that are robust across a very wide range of futures
JPMorgan Chase reported strong results in the fourth quarter as we earned $11.0 billion in net income…and an ROTCE of 20%
What a value investor’s concentrated portfolio looks like.
If a man is both wise and lucky, he will not make the same mistake twice. But he will make any one of the ten thousand brothers or cousins of the original.
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