“Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised.” Warren Buffett
It is by exploiting the difference between market price and intrinsic value that we make the greatest gains. Many clients like to focus when these opportunities are available.
In recent months one investment has returned 100% to clients. Two others are expected to increase by 50% in market value.
Details are available upon request.
Focus investing opportunities present themselves in various ways. The market habitually overreacts to bad news. However, deeper analysis can show an underlying sound business, with a one-off solvable problem.
“Anytime something goes down a lot, I look.” Warren Buffett
“You just have to make a few good decisions in a lifetime. But the important thing is that when you do find one where you really do know what you are doing, you must buy in quantity…….I have made a dozen or so very big decisions relative to net worth, although not as big as they should have been. And in each of those, we’ve known that we were almost certain to be right going in.” Warren Buffett