Sentences with word «compounder»

I actually enjoy investing in compounders the most, since they do the work for you.
So despite his appetite for buying and owning great businesses «forever», Buffett outperformed one of the great compounders of the 20th century by occasionally trading fairly valued merchandise for undervalued merchandise.
Long term compounders show up on this list such as Berkshire, Markel, and M&T Bank.
Connor has shared some thoughts with BHI readers in the past, including a post on Reinvestment Moats, Capital Light Compounders, as well as an investment idea and annual letter that exemplify some of these concepts.
Value investing is a term which covers a lot of ground depending on who you talk to, but — to give you a feel for my investing style — I particularly like looking at high - quality compounders at reasonable prices at one end of the spectrum and super beaten - down asset plays at the other.
So my watchlists end up providing me with most of my ideas, and I actually maintain a number of google spreadsheets, including lists such as buybacks, high ROIC companies, consistent historical free cash flow, and book value compounders among other things.
There seems to be a strange dichotomy in the value investing universe: those who buy so - called compounders, and those who buy so - called cheap stocks.
But for now, I stick to the simplicity of buying cheap stocks (with the occasional compounder) and selling them as they reach fair value.
During bull markets we get so engrossed in the noise about multibaggers that we miss the obvious future wealth compounders lying in plain sight.
(By this, I mean that investors tend to put stocks into categories such as compounders, cheap assets, net - nets, arbitrage, special situations, etc...)
So although it's helpful to understand what type of investment you're in after you're in it, I don't think it's a great idea to say «I'm looking only for net - nets», or «only low P / B stocks, or «only great compounders with moats», etc...
Simon Caufield is a value investor specialising in deep value, cyclical and cheap compounder stocks in industrial and consumer discretionary sectors.
The A-share market also features a significant number of «quality growth compounders» — high - quality firms that invest back into their businesses — that pushed the market higher in 2017.
This includes mixers, both batch and continuous as well as our new TriVolution Compounder.
I glance here occasionally to identify compounders that might be priced attractively.
And it's also why as much as I'd love to be investing in more compounders, I'm still crawling around Australian mining services stocks today!
Whether you are leaning towards a style of value investing focused on reversion to the mean or the one focused on finding underappreciated compounders of capital, you will need to be able to understand what the future economics of the underlying business are likely to be.
I'll continue the discussion on compounders and the importance of ROIC next week.
But let's compare investment results if we pay a lot less for Company B (the inferior compounder).
(i.e. Compounders have the highest quality, Cheap Assets have the lowest).
Maybe it sounds churlish, but offer me a choice between a stock which might deliver a possible double in a few months, and a boring & under - valued compounder which looks set to rack up 15 % + annual returns for years to come — I'll plump for the «stodgy» stock every time.
However, Edwin Schloss (his son) had a profound impact on his father, and you'll notice a few franchise compounders in the list of 1000 stocks that Schloss and Associates owned over the 5 decades that they ran money for... including McDonalds, and even Starbucks!!
But as you say, buying and holding compounders puts time on your side, and allows you to let others carry more of the workload.
I am not so sure if TFG is a real compounder.
I like to Buy Consumer staples like Nestle india, Gillete India, Glaxo Smith india which are past compounders.
In our experience, compounders tend to keep compounding, so we're slow to sell unless something in the business or company has fundamentally changed or if the valuation has just become extreme» Peter Keefe
A fabulous compounder to be sure... but what's interesting is that Buffett was able to compound that 48 cents per share much faster than Walt Disney.
Because there is no approved product, potassium bromide is prepared by veterinary compounders.
The key here is to use a reputable, good compounder.
That's why you need to work with a reputable compounder.
Conducted an internal investigation for one of North America's largest plastics compounders and resins distributors in response to a federal investigation stemming from the alleged theft of trade secrets by a subcontractor.
One thing that is certain is that ABS or ABS - light are NOT solutions; they are problem compounders.
Implementation of new Capital expense equipment which included the purchase of a new monofilament line, repair of a Twin - screw compounder and the upgrade of an extruder for the running of flouropolymers.
Tags for this Online Resume: Microsoft Suite, LTO, Cherry Picker, Computer, Inventory Control, Quality Control, Chemical Compounder
The two most important things we learned is to have a competent compounder and the importance of a clean and sterile environment.»
As per my understanding, buying more quantity of an expensively valued long - term compounder should also be judged in terms of individual portfolio allocation strategy of an investor.
A Capital Light Compounder is a business which exhibits strong competitive advantages and has significant growth opportunities, but which does not need much capital to pursue growth.
There seems to be a strange dichotomy in the value investing universe: those who buy so - called compounders, and those who buy so - called cheap stocks.
This session will explore FDA's recent actions as well as current issues facing compounding pharmacy and outsourcing facility industries, including emerging legal and logistical issues for compounders.
I've invested mainly in high quality compounders.
By the way: all long - term high value compounders are too cheap.
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