Terry Smith
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Terry Smith Top 10 Holdings (Q2 2021)One 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: Investing In Bitcoin Is Greater Fool TheoryEarlier this year in his Annual Shareholder Meeting, Terry Smith was asked about his thoughts on investing in Bitcoin. Here’s an excerpt from the meeting: Smith: When I think ab…
- Terry Smith: How To Select Companies That Will Perform Well In The FutureIn Terry Smith’s book – Investing for Growth, he discusses how he selects companies that will perform well in the future. Here’s an excerpt from the book: Even if they were not …
- Terry Smith Top 10 Holdings (Q4 2020)One 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: Even If You Had Perfect Foresight You Could Not Predict The Market’s ReactionIn his recent Fundsmith Annual Shareholders’ Meeting, Terry Smith discussed market timing, and even if you had perfect foresight it would still be impossible to predict how the …
- Terry Smith: 12 Books That Every Investor Should ReadIn a recent email interview with Business Insider, Terry Smith provided twelve book recommendations that every investor should read: Berkshire Hathaway’s Annual Shareholder Lett…
- Terry Smith: Investors Should Focus On The Secular Drivers Of ‘Technology’ Companies When Evaluating ThemIn his 2020 Annual Letter, Terry Smith makes a great observation regarding todays ‘technology’ companies saying, “I would suggest that the secular drivers of these businesses ha…
- Terry Smith Top 10 Holdings (Q3 2020)One 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: Own Boring & Stable, And Avoid These Industries…In his 2016 Annual Shareholder meeting, Fundsmith’s Terry Smith explained his strategy of only buying good companies, trying not to overpay, and then doing nothing. Smith also d…
- Terry Smith: The Ideal Company Doesn’t Pay A DividendIn his latest interview with Fund Insiders Forum De Tijd & L’Echo, Terry Smith discusses a number of topics including why the ideal company to invest in doesn’t pay a dividend. …
- Terry Smith: It’s More Important To Avoid Losers Than It Is To Pick WinnersIn this interview with Barclays Stockbrokers TV, Terry Smith discussed the importance of having a very long-term horizon, ignoring macro, and why avoiding losers is more importa…
- Terry Smith: Buy Good Companies That Will Not Destroy Value While You’re Holding ThemIn this interview with Morningstar Europe, Terry Smith discusses why he focuses on good companies that earn high returns on capital, rather than buying bad companies and waiting…
- Terry Smith: If You Do Extensive Analysis Good Stocks Will ‘Talk’ To YouHere’s a great interview with Fundsmith’s Terry Smith at Money Matters in which he discusses how good stocks will ‘talk’ to you if you do extensive analysis. Here’s an excerpt f…
- Terry Smith’s Owners Manual – 14 Filters For Purchasing A Great InvestmentOne of the investors we watch very closely here at TAM is Terry Smith, CEO at Fundsmith. We’ve recently been reading through the Fundsmith ‘Owners Manual’ which is very similar …
- Terry Smith: Top 10 Holdings (Q1 2020)One 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: Investing In Stocks Is Not A Game Of Pass The Parcel To A Greater FoolIn his 2010 Fundsmith Shareholder Letter Terry Smith discussed why investing in stocks is a claim on a share of the cash flow produced by a business, not a sophisticated game of…
- Terry Smith: A Cheap Price Should Be An Investors Second ConsiderationHere’s a great presentation by Fundsmith’s Terry Smith in which he illustrates how investors can generate excellent returns by focusing on high quality businesses, which may be …