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.

In case you’ve missed our previous posts and last week’s digest:

1. Putting more capital to work in one of our long-time favorites

2. Deep dive on Sanlorenzo

3. Terry Smith on AI

If you haven’t yet, subscribe to get access to these posts, and every post.

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