Decoding and reverse engineering the mental DNA of legendary investing titans.
And we are monitoring the businesses they'd own, and preparing for the market to overreact again...
Frankly put, we profit from the big institutional investors doing "dumb things"... often driven by short-term thinking, fear, or greed. Such behaviour creates situations where assets are mispriced - even if the assets are in the best companies in the world.
Our focus is to prepare and wait for the stock market foolishness to occur again. And our wishlist of businesses to buy more of has some of these criteria:
- We understand the business and its competition
- High returns on tangible equity capital, and little or no debt
- Durable competitive advantages
- Long runway to grow is desired, but not necessary
- Management that understands effetive capital allocation
If Mr. Market is suddenly selling great assets way to cheap, we are happy to act and increase our ownership.
Typically, these companies are expensive. But we use the time now, and we prepare in advance, so that we understand the companies and the competition. That way we will be ready, and we will have the courage to buy, when everybody suddenly wants to sell.
Our meetings are held Tuesdays 20:00 CET.
Join us"If we have seen further, it is by standing on the shoulders of Giants."
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