A Singular Focus
We are constantly searching the globe to find the stock that best meets Warren Buffett's definition of intelligent investment: A wonderful business at an attractive price
On Business Diligence
We investigate the business and report our findings in 9 articles, each over 1,300 words long, with 10 charts and 5 peer comparisons
For Buy-and-Hold Investors
We only profile stocks that can deliver long-term (from 3 to 5 years) compound growth, and safety of principal. We are not restricted by country, or market capitalization.
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Meet the Team
"I believe that good, buy-and-hold investing requires unusual patience and discipline."
"High-quality businesses can stand the test of time. I look forward to seeing ours do so."
"It is extremely difficult to find businesses that will outperform over the long-term, but the rewards of compound growth make the search worthwhile."
Finding an above-average company at attractive price is no easy task. It requires meticulous diligence on its business, and its management, to ensure that both are first class. That's our specialty.
The only way to give that kind of diligence its due is to look globally, and focus on a single idea at a time. That's what we do.
We show our work. We explain why each company is a good buy and hold investment, and why it’s the best stock we could find this month. We put you in the position to make the portfolio manager's informed purchase decision.
Our very long-term focus means that we never revisit the idea, and we'll never tell you to sell. Like Warren Buffett, our favorite holding period is forever.
Next month, we move on to our next best idea. We don’t look back.