6 Comments
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buy_Value's avatar

What different between roic and roe? Thanks

LONGEVITY's avatar

What do you think is the downside of Terry's approach to investing? How long do you think you need to see before you can judge if he is top investor?

Compounding Quality's avatar

The longer the track record, the better obviously. When an investor outperforms the market over a 5-year time period, that's a great sign. When he can do it over a 10-year period, that's even better.

The biggest risks for quality investors are disruption and the valuation.