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Tag Archives: thematic investing
Seven Stock Picking Themes
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
Three Stock Picking Themes
Investment themes—social and economic trends that provide “tail winds” for certain companies—can last for years and years. Washington is abuzz about “income inequality,” which I highlighted as an investment theme in the late 1980s, advising clients to avoid the “mediocre … Continue reading