Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
The Education of a Value Investor
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Investing in the Best Companies in the World
It kind of depends on what you're doing. If you were running a private equity fund, or suck out the cash every month and distribute and get paid on an i r r formula, which is internal rate of return and not total return, then then it would be great. But if you would a bot sese candy as a passive investor, and it was a publicly treated business, and it just sat there in it? There's no way that the total return could ot perform the best companies in the world,. In my case would be ta the s m p, know, the companies in the s and p 500.
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