Scorecard # 46 – Playing the Long Game
At GreensKeeper, we will stick to buying high-quality companies at valuations that provide our clients with a large margin of safety
Jul, 22, 2024At GreensKeeper, we will stick to buying high-quality companies at valuations that provide our clients with a large margin of safety
Jul, 22, 2024… nobody has ever accused me of being humble. Although humility is a trait I much admire, I don’t think I quite got my full share.” Charlie Munger
Jan, 17, 2024“This past year was our eighth consecutive year of positive returns. Our two biggest contributors to the portfolio in 2019 were our investments in Apple +58.8% (AAPL) and Facebook +56.6% (FB), both of which were purchased during the Q4 2018 selloff. Just a few meaningful and timely decisions can make a big difference to portfolio returns.”
Jan, 23, 2020… Value Fund holding Visa, Inc. is the world leader in retail electronic payments. Visa, along with competitor MasterCard, form a global duopoly in the sector. Visa is an incredible business. The company grows steadily without much capital reinvestment required, adds value to both consumers and retailers and is very difficult to compete against. Visa is truly a money-making machine.
Oct, 26, 2017