I intention to put money into corporations with good qualitative attributes, purchase them at a sexy worth based mostly on fundamentals, and maintain them perpetually. I hope to publish articles overlaying such corporations roughly 3 occasions per week, with in depth quarterly follow-ups and fixed updates.I handle a concentrated portfolio focused at avoiding losers and maximizing publicity to large winners. Which means that typically I will fee nice corporations at a ‘Maintain’ as a result of their development alternative is under my threshold, or their draw back danger is simply too excessive.
Analyst’s Disclosure:I/we now have no inventory, choice or comparable by-product place in any of the businesses talked about, and no plans to provoke any such positions inside the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
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