Starbucks’ financial year-end is October, and while we do not obsess over short-term results, they do provide us with the opportunity to assess the progress of the company. Read more about why we bought Starbucks. The Starbucks Brand The Starbucks brand is the fastest growing brand in the food sector of the world’s Top 100 […]
Starbucks Brand Review Read more
McDonald’s filed 4th Quarter and Full Year financial results on the 23rd of January 2017. While we do not obsess over quarterly results, we do use the opportunity to assess whether a brand’s strengths remain intact. In the long term, we believe that the brand strength will impact an investment’s ability to continue to pay
McDonald’s Brand Story Remains Intact Read more
A clear investment philosophy is a requirement for successful investment decisions. Once you’ve established a solid philosophical foundation, the rest is learning, hard work, focus, patience, and experience. More Than You Know” by Michael J. Mauboussin The cornerstones of investment philosophy include the decision-making process, a long-term orientation and the ability to assess the probability
5 Strategic Investment Decisions: Why We Bought Coca-Cola Read more