Author of One up the Wall Street. One of the most successful stock market investor
1. His rules know what you own and understand why you bought this the company You should be able to understand the business in 2 minutes or less or by your daughter. Foucs on benefits
2. High GP rate 60% or more (its going to have competitive advantage and can invest in R & D marketing and staff
3. Invest in quality companies (just like Philipp Fisher)
4. Ignore macro (or focus on micro - thats what this post taught at GSB) Micro beats the Macro if you are in a niche
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