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Terry Smith: Top Industries for Growth (High ROIC)
Автор: Stock Compounder - Brad Kaellner
Загружено: 2023-03-02
Просмотров: 7407
Описание:
In this video I compare the industries that Fundsmith has investments in with the industries that have produced 20%+ compounders over the last decade.
What if you could double your chances of picking a great long term bet simply by focusing on certain industries and excluding others?
Find the spreadsheet here: https://docs.google.com/spreadsheets/...
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ROIC article by Mauboussin: https://www.morganstanley.com/im/publ...
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