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Before I even watch the video, I just want to say that terry Smith’s approach to investing is very easy to digest. But some people bastardize it by confusing what type of companies we should be buying. If you buy high quality companies regardless of valuation, you will likely perform in-line with the index or may even underperform. There’s honestly no point to it because you’re taking higher risk, higher volatility, and will likely only perform in-line with the market. Certain larger youtubers will likely experience this pattern. Buying high ROIC companies is a decent way of investing, but to ignore valuation like some people do is bastardizing Terry Smith’s way of investing. I think as a rule of thumb, a lot of the companies shown have already experienced multiple expansion and that’s probably not the best way to find “value.” Like buying Costco at the peak is probably not a good idea. You’re getting a high quality company but the amount you’re paying for their cash flows is nosebleed.

You did a great job in this short video. Love the density breakdown of ROIC clusters

Thanks for posting. I liked you research and the fact you acknowledged possible errors. Very refreshing

Great research. You curiosity and open minded approach is interesting and leads to some interesting and profitable discoveries.

Nice to see another interesting Quant approach! Thanks Brad 👍

Awesome top down analysis... And consistency with fundsmith is encouraging 😊

Cheers Brad - I really appreciate you work.

Not too long ago Terry said that if he had to pick one sector for growth over the next 10 years it would be the pet industry.

Awesome data

Would be interesting to see if its similar industries globally. A lot of Asian countries have economies growing faster than the US and their stock markets are a lot less looked at. Would be interesting to see if Japan and Korea's 20% performers were also in semis

I noticed with SMH after the 2001 it was depressed for 10 years. We could be heading into that scenario again so now I’m looking into either being okay with that and DCAing for 10 years until being rewarded or if there is another way like maybe riding the solar revolution with TAN etf or even just TSLA and ENPH. What do you think of those?

Great video!

is it necessary to have the paid version of TKR in order to get that info?

Excellent.

Isn't this exactly the type of thinking that creates bad investments? You're basically saying "Past returns will continue". Better to find good value than what worked in the recent past (10 years history is short in investments)?

great content

One thing to note is that the semi conductor industry has almost all their companies as part of a massive ecosystem. If something goes wrong with TSM or Samsung you can bet the entire industry will suffer with perhaps a few exceptions like TXN

I got Gilead life sciences out of the magic formula

Why dont you just buy fundsmith equity?

Great content