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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (55619)7/4/2015 7:22:04 PM
From: Jurgis Bekepuris  Read Replies (1) of 78628
 
Yes, Graham, I can't comment on your net-nets. I'm not really net-net investor currently. :)

Mostly trying to create forever-hold portfolio of great owner operators.

I also invest into moaty companies if I can see 15% annualized return. Also theme/cheap stocks if I can see a double in 2-3 years max. And some "lottery tickets" with zero vs 5-10x asymmetric outcomes.

Of course, the best possibility is owner-operator with moat and 5x asymmetric outcome. :) But that does not happen often. ;)

Take care.
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