Post by
TheBridge on Dec 04, 2023 11:21am
Reflection
While busily waiting for the new year and the resurgence of GH I read an interesting and worthwhile article this morning in the Globe and Mail which leads to evaluating the investing criteria and methods that some of us try to use. The article: Five Investing Lessons From The Late Charlie Munger, by Ian McGugan, Dec. 4, 2023, globeinvestor.com. Anyway, it's my attempt to share something with this valued group since it one of the most worthwhile reviews that I've read in the last year. Even though it is not the most significant paragraph in the article, it focused me on GH and I chose to quote it here:
"His overarching point was that there are many models for success. Sometimes businesses succeed because of their huge size and the economies of scale that flow from that size. Other times they win because of their precise focus on a microscopic market. Still other times their sucess has to do with brand-name recognition or technological innovation or inspired management."
Comment by
malx1 on Dec 04, 2023 8:09pm
A combination of high-quality attributes here. Rare to find what you've found at GH. Others yet to figure it out. Maybe in a few years. Buyers stumble in. Munger a special guy. He would have liked GH.