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
growth investing
How Warren Buffett was influenced by Philip Fisher
If the job has been correctly done when a common stock is purchased, the time to sell it is – almost never
My thoughts about GMO’s ‘GROWTH BUBBLE’
Using trailing twelve months earnings that are impacted by a recession is a mistake
Growth for (value) investors
Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.
Misconceptions about Warren Buffett’s approach to investing
A high ratio of price to book value, a high price-earnings ratio, and a low dividend yield – are in no way inconsistent with a ‘value’ purchase.
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