Interview with Todd Ahlsten of Parnassus Investments
The JRo Show
Narrative and Math: Key to Investing Success
The key to successful investing lies in understanding the narrative and math behind a company's performance. By focusing on the narrative sources and mathematical analysis, investors can take advantage of premium widening, discount narrowing, or discounts turning into premiums. This approach, akin to biology working together, is exemplified by companies like Costco, where the narrative and story have led to a widening premium over the years. It is crucial not to overlook this interconnected relationship between narrative and math in order to achieve compounding returns and long-term success in investing.
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