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TIP389: Buffett's Core Principles w/ Dev Kantesaria
We Study Billionaires - The Investor’s Podcast Network
Do You Have a Circle of Competence?
We are looking for companies that provide essential products and services, that have a long history of pricing power. We like to see company operate in an industry whose volumes are going up significantly overtime. The companies that we invest in often have many different levers to win. When their business quality does decline for whatever reason, we don't have tragic es. Our companies often take many years to get off the rails. And it allows us to stay ahead of our of other investors and to switch out lower quality businesses for higher qualities now,. That aren'td risk asyou is this the reason you don't have something like a gogle in your portfolio? Yes.
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