I just bought firm business. I just buy them when cheap. Backgrounds to economics, philosophy, government, data. I started my investment journey with a relatively concentrated portfolio of Canadian Dividend Payers in Telecom, pipeling and banking industries. I continue to different industries including payments, regional banking and brazil and some more opportunities in the market, as well as microcap in the Megacap market. Now I focus on holding highest quality businesses and continues to expand my knowledge of their advantages. I think there is a lot to learn to hear Warren Buffett, Charlie Munger, Terry SMIVE, Jew Bezos and others. I think the cross-selling possibilities when there are many bases that are unstoppable. I prefer to appreciate the company at the level of the Ebit + R & D due to the potential of some R & D investments I believe. I don’t have professional responsibilities. My annual return from February 2019 to October 2024 is 11.4% CAGR (a 1.82x), somewhat undergoing 15.18% CAGR in the market. But I believe that my expanded knowledge has since 2019, especially in the last few years, I provide tools needed to set out in the market in the future. I believe the principles I know will continue to turn the portfolio to a minimum going forward and that most of the money can sell to companies I have traded. We have a choice of 50,000 stocks around the world, all with different prices. If your focus is a total return, and you are looking for truly exceptional businesses at more than Fair prices, then the threshold for allocating capital should only be entitled “strong buy”, with everything else “to generate cash for the next” strong buy “. I will start a “hold” some of these great businesses if the price is not favorable.
Expression of analyst:I / We have no stock, optional or similar derivative position with any of the companies mentioned, and no plans to start with any positions in the next 72 hours. I wrote this article on my own, and I expressed my own opinions. I am not receiving payment for it (other than finding alpha). I have no business relationship with any company that the stock is discussed in this article.
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