The Joseph Carlson Show
Super Investors Are Doing This Now
Nov 15, 2023
Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo talk about recent stock market gains, their well-performing portfolios including Netflix and Amazon, investment philosophies of Smith and Hone, the sale of Spotify's position, and an analysis of Russo's conservative portfolio holdings.
20:14
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Quick takeaways
- Terry Smith's investment philosophy centers around quality and strong fundamentals, focusing on high-quality companies with persistently high returns on capital employed (ROCE).
- Chris Hohn manages a concentrated portfolio with a high level of concentration, investing in high-quality companies with persistently high ROCE and recently making additions to Brookfield Corp. and Marco Group.
Deep dives
Terry Smith's Portfolio and Investment Strategy
Terry Smith focuses on investing in high-quality companies with persistently high returns on capital employed (ROCE). Some of the companies in his portfolio include Microsoft, Meta, Philip Morris, ADP, and Visa. Smith recently sold his entire stake in Estee Lauder and added to his position in Marriott. His investment philosophy centers around quality and strong fundamentals.
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