Quality Growth Portfolio

Principles & Strategy for the Quality Growth Portfolio

  • I want to buy great businesses 🏰

  • I don’t want to overpay for those businesses 📈

  • And ideally, I’d never sell a position 👑

Buying Companies of High Fundamental Quality

High-quality means:

  • Revenue, earnings, and cash flow growth of more than 10% for the last 5 and 10 years. As we know, revenue growth is …

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