The Best Investor In Britain? How Terry Smith Beats The Market With Quality Stocks

Chit Chat Stocks · Mar 20, 2024 · 1h 16m

On this episode of Chit Chat Stocks, Ryan and Brett analyze the British investment fund called Fundsmith and its founder Terry Smith. We go through:

(00:00) Introduction and Background

(02:19) Buy Right and Sit Tight

(03:18) Don't Over Diversify

(04:16) About Terry Smith

(08:55) Margin of Safety

(16:14) Fundsmith Performance

(26:09) Criteria for Good Companies

(32:57) Businesses Resilient to Change

(39:55) Do Performance Fees Work?

(41:36) Fee Structures and Performance Fees

(44:50) 10 Rules for Investors

(49:43) FundSmith Holdings

(54:20) Portfolio Management and Strategy

(01:00:45)…