“We are seeking a level of Mastery in understanding the fundamental truths that enable a business to earn superior returns, with a healthy margin of safety over the longest duration possible. We prefer ‘one decision’ (buy) to ‘three decision’ (buy, sell, reallocate) investments, therefore the duration and sustainability of a business’s advantages are important to us.” —Chris Begg
Links - 12/27/2023
Links - 12/27/2023
Links - 12/27/2023
“We are seeking a level of Mastery in understanding the fundamental truths that enable a business to earn superior returns, with a healthy margin of safety over the longest duration possible. We prefer ‘one decision’ (buy) to ‘three decision’ (buy, sell, reallocate) investments, therefore the duration and sustainability of a business’s advantages are important to us.” —Chris Begg