Quality Growth Weekly Digest #8
Our 4-legged strategy, keeping overall allocations in check, and egocentric CEOs
Welcome to another weekly digest to stay informed about everything that matters most to quality growth investors. Usually, I do this digest on Friday, but I’ll be traveling tomorrow. Hence, a shorter update was put out today.
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Topics to discuss:
Our 4-legged strategy, i.e. four key themes that provide everything we seek to earn steady, high risk-adjusted returns;
Keeping allocations in check vs. buying more of the highest IRR opportunities;
Egocentric CEOs