DTV
12 posts
Buffett likes to have an economic moat that deters competition for his holdings--and I would like to do the same.
Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses
Our model has almost 85% of its market value held in 5 holdings: Liberty Interactive, Intuit, Direct TV, Quest Diagnostics, and Starbucks.
In the Long Term GARP model, all most 85% of the market value of the portfolio is held in five holdings, including Liberty Interactive (LINTA), Intuit (INTU), Direct TV (DTV).
Businesses that can help people kill time, escape from reality and fantasize about a parallel life can prosper in a stagnating economy and an unequal society.
Leif Eriksen shares the list of companies he believes reflect a good balance between value and growth
Portfolio manager David Fried puts his focus on those companies that have bought back some of their own shares, reducing some of the dilution of the market. In addition to buy backs, Diversified Buybacks pays close attention to the financial health and stability of the companies he buys and analyzes their […]