What makes a great business?
Legacy Quality Originality Tradition
Outstanding products, rock solid consumer loyalty and businesses that are easy to understand. While I continue to long for the day when we get the chance to purchase a part of these enterprises, our aim is to provide you with investment cases that last for long, are plain cheap or are going through the natural business trough | α
Mid-cap, small-cap or large cap, our investment ideas are not restricted to a particular market cap. One string will tie them all:
» They appear cheap, overlooked or are just having a "once a while" business cycle turbulence.
Major equity and bond investment cases (will) cover:
Financials Energy Industrials Materials C. Discretionary Staples Technology
HOW DOES IT WORK?
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