Mid Nov Market Update
Thinking about best risk reward opportunitiesWeek 2 - Decline and Fall
Ideas expressing weakness in US equities relative to ROW this weekNew Beginnings
Here I detail some analysis of newsflow over the last week and where I see best risk reward going into the start of the yearCommon Stocks and Uncommon Profits Book Summary
Rote changes in revenue and earnings are less interesting than their quality and repeatability. Invest in a company with capable, honest and adaptive management entering an under penetrated market that invests its resources in such a way to give it optionality into new spaces. High quality sales organizations, and long term investments into customer support with expanding margins due to automation are the killer combination.
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