• 20 firms for 2020: an investment strategy to last the decade

    Mar 30, 2017
    Rising competitive pressure from superabundant capital and new tech-enabled business models makes franchise durability more vital than ever. Few firms are creating value at a rapid pace, making some value creators intrinsically more valuable. Thus my investment strategy is to own 20 high quality firms with rapid intrinsic value growth priced at low valuations considering their ...
    Do you want to get our free insights delivered straight to your inbox whenever we publish them?
    Close article