MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in Companies That Can Grow Above Average Over Long Periods
Oxbow has a long-term growth strategy focusing on companies that can grow above average for long periods of time. We focus on those consistently growing businesses that have an advantage and then we just want to wait for an opportunity that we believe the company is undervalued today. And by buying at an undervalued price today, we get a bit of a margin of safety so that if some part of our analysis is incorrect, we're not going to see too much downside while waiting to see if that upside developed.
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