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6min chapter
TIP526: Quality Investing: Lessons from Terry Smith
We Study Billionaires - The Investor’s Podcast Network
The Mistake of Selling Domino's Pizza
The best investments are often the most obvious, says Terry Smith. Domino's Pizza makes up over 10% of his US equity holdings at $2.1 billion. Microsoft tops the list at a 10% holding which we all know is just a fantastic company. His next largest holding is Philip Morris PM - a tobacco company and it started to appreciate over the last few years.
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