Terry Smith
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Terry Smith: Return on Capital: The Key to Identifying Winning InvestmentsIn his book Investing for Growth, Terry Smith provides investors with a summary of what a good company looks like. A good company is one that consistently generates high returns…
Terry Smith – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Terry Smith: The Myth of “Cheap” Shares: Why Owning Good Companies Matters MostIn his book Investing For Growth. Terry Smith criticizes the obsession with “cheap” shares, arguing that owning shares in a good company is a much larger determinant of investme…
Terry Smith: The High Cost of Missing The Market’s Best Days: A Lesson in Market TimingIn his book Investing for Growth, Terry Smith discusses the challenges of market timing and the impact it can have on investment returns. Missing just a few of the best days in …
Terry Smith: Portfolio Concentration Rules: Why Fund Managers Have to Sell Stocks They LikeIn this interview with medirectalk, Terry Smith discusses the portfolio concentration rules that fund managers have to follow. These rules limit the amount of money that can be …
Terry Smith – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Terry Smith: Focus On Fundamentals, Forget MacroIn his latest Fundsmith semi-annual letter, Terry Smith reminds investors to focus on fundamentals and forget macro. Here’s an excerpt from the letter: Smith: To sum up, conditi…
Terry Smith – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Terry Smith: One Of The Biggest Problems With Bank Stocks Is Systemic RiskEarlier this year, Terry Smith wrote an article for the Financial Times outlining his reasons for not investing in bank stocks, one of which included systemic risk. Here’s an ex…
Terry Smith: Do We Actually Need Traditional Banks Anymore?In his recent article titled – Why I never invest in bank shares, Terry Smith explains why he never invests in bank stocks. Here’s an excerpt from the article: Smith: That encom…
Terry Smith: Invest In Businesses That Can Be Run By An Idiot!During his recent Annual Shareholder meeting, Terry Smith explained why you should invest in businesses that can be run by an idiot! Here’s an excerpt from the meeting: Smith; O…
Terry Smith – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Terry Smith: Why You Should Stay Invested In The Stock MarketIn his 2018 Annual Letter, Terry Smith discussed why you should stay invested in the stock market. Here’s an excerpt from the letter: Imagine a fund manager approached you with …
Terry Smith: Where To Find The Great Businesses Of The FutureIn this interview with AJ Bell, Terry Smith discussed where to find the great businesses of the future. Here’s an excerpt from the interview: Smith: The same place they came fro…
Terry Smith: Most Companies Are Not Susceptible To ReasonIn this recent edition of medirectalk, Terry Smith explained why most companies are not susceptible to reason. Here’s an excerpt from the interview: Terry Smith: Yes, I’ll elabo…
Terry Smith: ‘When The Police Raid The Bawdy House Even The Nice Girls Get Arrested’In his recent 2022 Annual Letter, Terry Smith explained how sometimes good companies, with solid fundamentals, get taken down in a meltdown, together with their underperforming …
Terry Smith: Tech Companies Should Stop Behaving As Though Money Is Free, And Stick To Their Core BusinessIn his latest Annual Letter, Terry Smith explains why tech companies should stop behaving as though money is free, and stick to their core business. Here’s an excerpt from the l…
Terry Smith – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…