This lecture will show you the power of focused investing. This investor invests mostly in mid-cap to small cap retail companies. A small circle of competence can be powerful indeed if the investor knows the circle well.
64866874 Lecture 5 Retail Investor Specializing in ANF AEOS ARO
H/T to csinvesting
Electron Capital returned 3.1% for October, bringing its year-to-date return to 8.3%. The MSCI ACWI gained 6% for October, raising its year-to-date return to -22.3%, while the S&P 500 returned 8% in October for a year-to-date loss of 18.8%. The MSCI World Utilities Index was up 2.7% for October but remains down 13.5% year to Read More