My year-end letter at Sorfis is in the proofreading stage. If you are interested in receiving it as soon as it is released next week, you ...

"Investors have consistently lost money by assuming that if they invest in the equity of companies engaged in a growth market it is lo...

"We don’t play big trends. We don’t think about demographic trends or anything of the sort.... Big trends, they just don’t mean that m...

Terry Smith, Fundsmith LLP, March 2019 Presentation (video) [H/T @iancassel ] ( LINK ) Related book:  Accounting for Growth Disney and th...