The idea behind this was to see if I could come up with a screen that included the characteristics of a great company and backtested well. So what are these characteristics? High returns on capital. High margins. Consistently generate free cash flow. Not too much debt. Stable revenues with either growth or at worse small declines (yes even the best companies … [Read more...]
Archives for November 2018
Guy Spier
Considered one of the greatest investors of our times, Zurich-based fund manager Guy Spier is an example of the type of manager we would like to see more of in the asset management industry. While most known for bidding $650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett, Guy's investment performance, attitude, and wisdom has placed him among the greats. … [Read more...]
