Tag Archives: create your own conglomerate

B&T, Watch Wendy Do the “Impossible”

Posted on March 5, 2015 by tomdoerflinger

Yesterday on Bloomberg two respected Street professionals—blogger Barry Ritholtz and strategist Tony Dwyer of Canaccord Genuity—were discussing the topic of long-term investing in equities, Buffett style. They basically concluded it was impossible for the average individual investor to be a … Continue reading →

Posted in Uncategorized | Tagged Barton Biggs, create your own conglomerate, long-term investing, stock market | Leave a comment

Seven Stock Picking Themes

Posted on October 9, 2014 by tomdoerflinger

I have argued that investors should “create their own conglomerate” of high quality companies, mostly growth companies that pay dividends, and own them for long periods of time. I know this sounds like just another dumb investment platitude. Now we … Continue reading →

Posted in Uncategorized | Tagged agribusiness, China, cloud computing, create your own conglomerate, electronic car, energy infrastructure, healthcare, purity plays, rail cars, strong dollar, thematic investing | Leave a comment

Tag Archives: create your own conglomerate

B&T, Watch Wendy Do the “Impossible”

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