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Excellent lecture by Terry Smith. What is a quality company:

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Brian Feroldi

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269,111 次观看 • 3 年前 •via X (Twitter)

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10 条评论

Brian Feroldi 的头像
Brian Feroldi3 年前

I keep a Google sheet with links to the best investing books, tools, podcasts, and YouTube Channels I've ever found. Want free access? Get it here:

The Don of Stocks 的头像
The Don of Stocks3 年前

Terry smith is the goat 🐐

Mark Goucher 的头像
Mark Goucher3 年前

On that basis does Tesla qualify as a good company? @FundsmithLLP

Martin (Slava Ukraini) 🇺🇦 🇹🇼 🇮🇱 的头像
Martin (Slava Ukraini) 🇺🇦 🇹🇼 🇮🇱3 年前

Excellent lecture and slides. thanks.

Investing 201 的头像
Investing 2013 年前

wisdom🙌

DanTradeMan 的头像
DanTradeMan3 年前

Bookmarked for future quantification

kwakuAmponsah 的头像
kwakuAmponsah3 年前

@Savevidnow

Pilea Invest 的头像
Pilea Invest3 年前

It's indeed a very good explanation of ROCE. Over the long term, it's hard for a stock to earn a much better return than the business.

Nguyen Thong 的头像
Nguyen Thong3 年前

@SaveToNotion #thread #financialliteracy

Ed Gwynne-Harris 的头像
Ed Gwynne-Harris3 年前

Terry making things sound simple as always. Love everything he shares.

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There is and never will be a better candidate for the position. Terry Smith is exactly what Penn State needs and deserves.
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This is an excellent throw by Hurts to Smith. It’s what I call a 49er & Go route against Cover 3 on Gun 7-step timing. Right in the bucket.
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You want a feel for what Penn State interim head coach Terry Smith is all about? Check out this video from practice a few weeks ago.
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Pro model in ChatGPT does feel very different - the generations are a lot faster (20 mins vs 60-80 mins for Pro Extended) and the quality is really excellent. I'll do a side by side later, but this golden gate is quite excellent vs what all other models can do in one shot.
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What a block by NaLyssa Smith ⛔️
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