Warren Buffett said at an annual meeting, if he were a young investor today, he would develop a circle of competence in technology stocks. Your list should include a top technology stock investor. Maybe Chase Coleman or Dennis Lynch at CPODX? Who would you nominate?
Thanks for your insights .. they reinforce how important company specific data is and outside noise on debt ceilings ..inflation ..interest rates however interesting ultimately doesnt matter to the equity investor
Terry Smith had some trouble with his approach when investing in emerging markets though:
When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
"Terry Smith's ("the English Warren Buffett") mature growth stock investing style hit some snags when applied to emerging markets as he prepares to liquidate his Fundsmith Emerging Equities Trust plc."
Thank you, CQ!
Regardless of the chosen topic, I will read every single article you post.
We (your readers) are like kids waiting to open the next gift under the tree on Christmas morning.
Y'alls content is always top notch. Thank you for providing all this information at no cost to the reader. It's been a tremendous help!
Warren Buffett said at an annual meeting, if he were a young investor today, he would develop a circle of competence in technology stocks. Your list should include a top technology stock investor. Maybe Chase Coleman or Dennis Lynch at CPODX? Who would you nominate?
I would love to see your investable universe list.
This was phenomenal! Truly appreciate the time and effort put into this.
As usual another home run. Stuff they should be teaching in grade school.
Thank you
Thank you so much
Informative educational. I only discovered CQ a few weeks ago. I now read every release!
Quality.
Thanks for your insights .. they reinforce how important company specific data is and outside noise on debt ceilings ..inflation ..interest rates however interesting ultimately doesnt matter to the equity investor
Thank you!
Terry Smith had some trouble with his approach when investing in emerging markets though:
When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
"Terry Smith's ("the English Warren Buffett") mature growth stock investing style hit some snags when applied to emerging markets as he prepares to liquidate his Fundsmith Emerging Equities Trust plc."
https://emergingmarketskeptic.substack.com/p/fundsmith-emerging-market-growth-stock-investing
Very encouraging. All the stocks we have in our ITA PORTFOLIO are also in the various portfolios of the gurus except Netflix and Abbvie😯
Looks like Jim Rogers has the stocks to own. What are they?
Sir, may I ask the question what is the backrest program that you compare with MSCI ?