Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power’
The Long View
Strategic Investing Amid Market Disruptions
This chapter explores an investment strategy focused on acquiring high-quality businesses with robust competitive edges and strong capital returns. It discusses how to navigate market disruptions, particularly tariffs, while emphasizing the significance of gross profit margins and pricing power. The dialogue also highlights the lessons learned from managing through financial crises and stresses the importance of maintaining an objective investment perspective to avoid common behavioral biases.
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