TIP526: Quality Investing: Lessons from Terry Smith
We Study Billionaires - The Investor’s Podcast Network
Investing in Quality: Lessons from Terry Smith
This chapter explores key investment principles from the influential article 'Return-Free Risk, Why Boring is Best,' emphasizing the value of investing in high-quality companies. It highlights Terry Smith's investment philosophy, which focuses on sustainable growth, return on invested capital, and long-term perspectives, drawing parallels to Warren Buffett's approach. The discussion also critiques traditional value investing, arguing that low prices do not guarantee good investments and showcasing examples of successful companies in a current portfolio.
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