Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing
Far From The Finishing Post
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Having a Human Touch on a Portfolio
The driver of waitings is margin of safety, the long term expected return from a byand hold. But these other factors can have a meaningful impact on the target waiting. Another is simply, how well do we know this company? We own companies that we've only been following for a few years. And then you think of that transport company to montreal. We've followed it for 16, 17 years and owned it for 15 years. There's a different level of knowledge and comfort that when that management team tells us something, we know how they spoke for15 years. It's a great question. Why isn't that final stage, andrew best done by a machine? You can
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