He quedado alucinado de la anual letter del fondo Therry Smith describe a la perfección su metodologia , os voy contando. No tiene desperdicio.
1. Su estrategia para buscar empresas
2. Estrategia de cartera, para buscar MOATS, se basa en estas medias para buscar empresas con estas premisas
3. Se basa en los ROICS/ROCE (ratio principal para detectar MOAT) y sectores fuertes . Cita a Warren Buffet
4. Habla sobre la inflación que tampoco esta tan correlacionada con segun que sectores
5. Compara las empresas que lo han hecho bien en crisis lo continuaran haciendolo bien en el futuro..
Conclusion personal! Que un fondo cite a Warren ✅ que explique lo que hace ✅ y aparte es que tiene todo el sentido del mundo!. En futuros post comparare sus parámetros con los míos. Os recomiendo leer esta carta de 13 páginas de sabiduria 100%

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