Webinar - January Performance
We should embrace market volatility
Hi fellow Tortoise!
Another bi-weekly episode about fundamental analysis and finding excellent long-term compounding businesses.
The table of contents for this webinar:
How the portfolio has so far performed in 2024 (we won’t make those monthly reviews a habit, we’re long-term oriented)
How sentiment can deviate heavily from the underlying business trends. We highlight the share price performance of two serial acquirers whose ROIC and growth profile are totally different.
Evaluating the recent earnings reports; this week will be a very busy one! Also, we review our deep dive on Topicus.com.
The Lindy effect - look for outstanding businesses that have been around for decades or even centuries…
You can watch the webinar through the below inserted video. The presentation material can be downloaded via PDF.