8 Comments

Do you think you could update this to 2022? As this goes to march 2020 and stops?

Thanks!

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Sep 5, 2022Liked by Compounding Quality

Appreciate it! I ended up having time to update it myself this morning :)

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What different between roic and roe? Thanks

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Sep 5, 2022Liked by Compounding Quality

usually the bridge is long-term debt

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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?

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Sep 2, 2022Β·edited Sep 2, 2022Author

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.

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