Thursday, September 4, 2014

SOS Crash? Crash? Crash?

Why would Warren Buffett stay invested significantly.

The answer is simple, he look for a wonderful company at a fair price instead of a fair company at a wonderful price.

He said, stop trying to predict the direction of stock market, the economy, interest rates or elections.

Since 1965, he turned USD1,000 into USD6.3 million in 48 years, compounding at about 20-23%p.a.  He is able to do it because in USA, there are many wonderful companies to select from.  Example, Mac Donald, Berkshire, Johnson & Johnson, P&G, Boeing, etc which has more than 50 years of fantastic history and has global biz.

Focus on ROE not EPS.

Buy companies which has strong histories of profitability AND with a dominant business franchise, hence able to improve their profit MARGIN.


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