Book-review: Quality Investing (Cunningham)

As quality investors, a major part of how we define greatness is the durability of the economics of the business (…) seeking companies boasting a combination of traits that overcome the forces of mean reversion.

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Food for Thought #49 // Links

This time the most interesting content I stumbled over includes: SThree, market game theory & the beauty contest, ChmoMetec, going against groupthink, McAfee goes private, Viasat (VSAT) acquires Inmarsat, US housing …

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What is right for You: Value or Growth Investing? And is value investing dead?

The fight between the two corners has been going on forever and in recent years ‘growth investing’ might have had the upper hand, but I believe discussions mostly miss the point! I believe it is time to classify the two from the view of a value investor in a broader sense. I hope I can provide some clarity on the matter …

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