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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (60604)3/27/2018 6:04:34 PM
From: Spekulatius  Read Replies (1) of 78750
 
This was posted in CoBF and I really enjoyed watching this google talk from François Rochon. He uses hybrid growth /value approach not unlike the Buffetology, but with more emphasis to growth:
youtu.be

1) Companies frothing earnings in the mid teens or higher
2) Strong balance sheet
3) Proven management thwt they like after their own DD

Seems simple, but they showed that they can be wrong for a long time and still come out OK. Companies that seem to meet what they are looking are DIS, GOOG and perhaps FB and CMCSA (CMCSA May not make their strong balance sheet criteria). Food for thought, because most of above are on sale right now (sort of).
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