Terry Smith
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- 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: We Still Haven’t Reached The ‘Capitulation Phase’In his recent interview with the Master Investors podcast, Terry Smith explained why we still haven’t reached the ‘capitulation phase’. Here’s an excerpt from the interview: Smi…
Terry Smith – Top 10 Holdings – Latest 13F – New Buys ADBE, MTD, SABR, CGNX, WINGOne 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: TINA — There Is No AlternativeIn his latest 2022 Semi Annual Letter, Terry Smith discusses TINA — There Is No Alternative. Here’s an excerpt from the letter. In inflationary periods, an acronym which is some…
Terry Smith Top 10 Holdings – Q1 2022, BUYS ADBE, MTD, SABR, CGNX, WINGOne 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: Buffett’s Simple Rule Of Thumb For BuyingIn his latest Fundsmith Annual Meeting 2022, Terry Smith discusses Buffett’s simple rule of thumb for buying. Here’s an excerpt from the meeting: There’s a rule of thumb, which …
Terry Smith Top 10 Holdings – Q4 2021, Buys GOOGL, MSFT, EL, CHD, MKCOne 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: Good Companies Don’t Become Bad CompaniesIn his latest presentation with MeDirect Malta, Terry Smith illustrates why good companies don’t become bad companies. Here’s an excerpt from the presentation: This slide (below…- Terry Smith: In Investing You Can’t Have Your Cake And Eat It TooIn his latest 2021 Annual Letter, Terry Smith explains why in investing you can’t have you cake and eat it too. Here’s an excerpt from the letter: Whilst a period of underperfor…
Terry Smith Top 10 Holdings – Latest 13F, Buys AMZN, CHD, WAT, HD, SABROne 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: Investors Just Don’t Read The AccountsIn this interview with the Investors’ Chronicle, Terry Smith provides a great illustration of investors not reading the accounts of the companies they’re investing in. Here’s a …
- Terry Smith: We’re The Groucho Marx of InvestmentIn this Fundsmith presentation, Terry Smith explains his Groucho Marx style of investment. Here’s an excerpt from the presentation: Ok last point on this. We’re the Groucho Marx…
- Terry Smith: Investors Miss The Most Important Thing By Focusing On Whether A Company Is Cheap Or ExpensiveIn his recent presentation with Canaccord Genuity Wealth Management, Terry Smith discusses why investors miss the most important thing by focusing on whether a company is cheap …
- Terry Smith: How To Ensure Share BuyBacks Add Value For ShareholdersIn his book, Investing For Growth, Terry Smith discusses how to ensure share buybacks add value for shareholders. Here’s an excerpt from the book: Simply by executing a share bu…
- Terry Smith: Investing Lessons From The Tour de FranceIn his book – Investing For Growth, Terry Smith discusses investing lessons from the Tour de France. Here’s an excerpt from the book: Searching for an investment strategy or fun…
- Terry Smith: Investors Should Reconsider Using The Bond Rate As A Base Rate For ReturnsAt a recent event organised by Jupiter Asset Management, Terry Smith suggests investors should reconsider using the bond rate as a base rate for returns. Here’s an excerpt from …
- Terry Smith: CEOs Are Better Investors Than Most Fund ManagersIn this article by Trustnet, Terry Smith explains why CEOs have one major advantage over most fund managers. Here’s an excerpt from the article: The Fundsmith Equity manager say…
Terry Smith: 6 Criteria For Finding Exceptional BusinessesFundsmith has just released its latest factsheet in which Terry Smith outlines his six criteria for finding exceptional businesses. Also included is the optimum number of stocks…