The Power of Steady Compounders
Strengthened further by targeted "Portfolio Overwriting"
Building on yesterday’s post, the second part of the Introductory Course to “Portfolio Overwriting”.
After this, it’s business as usual with our upcoming earnings analysis on Topicus.com and Linde later this week, and our full deep dive on Lifco.
Outperformance during tougher environments, that’s when you need it most. And conservative equities have done exactly this for most of the past two-plus decades. More color on this slide and other topics in the below video.
The Compounding Tortoise
