medirectalk 28 March 2019 featuring Terry Smith - Fundsmith LLP
ฝัง
- เผยแพร่เมื่อ 4 เม.ย. 2019
- Terry Smith gave an insight on the management of Fundsmith equity funds and his views on the financial world and the current trends to those attending the first medirectalk.
This information given during this seminar is being provided by Fundsmith LLP. The information contained in this talk is for general information purposes only and is neither intended to provide legal or other professional advice nor does it commit MeDirect Bank (Malta) plc to any obligation whatsoever. The information available during the seminar is not intended to be a suggestion, recommendation or solicitation to buy, hold or sell, any securities and is not guaranteed as to accuracy or completeness. The financial instruments discussed may not be suitable for all investors and investors must make their own informed decisions and seek their own advice regarding the appropriateness of investing in financial instruments or implementing strategies discussed herein.
MeDirect Bank (Malta) plc, company registration number C34125, is licensed by the Malta Financial Services Authority under the Banking Act (Cap. 371) and the Investment Services Act (Cap. 370). MeDirect Bank (Malta) plc, The Centre, Tigné Point, Sliema, TPO 0001, Malta.
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sheer masterclass, no other lesson in investing is required
The British equivalent of the legendary W.B.
Love Terry Smith and his work!
There is no better fund manager if you are a genuine committed investor
I like it, very important mental models for investing here.
Wow amazing and very educational video!
I like Terry Smith. Never regretted one day being invested with him. This is an excellent presentation but a great pity there was not a split screen so we could see the slides all the time.
Great video learn lots of lessons thank you for uploading
How many of us wish we'd seen this vid before buying individual Shares
thank you sir... I want to stand and clap... ur a master...
A true fan.
Simply the best.
Great video. We compare our performance against fundsmith and other funds/etfs every month
Superb :D
There are two kinds of forecasters, those who don't know. And those who don't know they don't know. -Galbraith.
What a genius
A great basic introduction to longterm investing.
so much common sense
Tough audience!
Wrong about dairy farming in India though. India's Amul cooperative is a formidable dairy company which is estimated to be four time the size of Nestle India if ever listed, very efficiently run too. Has existed from 1940s. but when it comes to baby dairy products, Nestle India has a Himalayan moat.
Proly the only global fund U ever gonna need 👍
Beats Passive Investing hands down and then some more 😀
Very interesting response to the "Is your fund too big?" question at 1:16:44. So are his comments on illiquid holdings, especially since they came before the Woodford debacle.
A slight correction we had Amul (dairy giant) much before Nestle in India.
It's better to buy a great company at a reasonable price than a reasonable company at a great price
6x in 25 years is CAGR of 6.8% right?
And Tax in 2016 is 22% vs 35% in the 1990s.
12:25 not 50 years but 40 years ago!
Why would you never own an insurance company ? (1:04:50)
great talk but why can't they get microphones that work.
1:21:03 Buy when there is certain glitch in the great company
Hasn't Buffet bought some airlines?
You got your answer now?
He’s been investing in the longest bull market in history - very hard to fuck it up. Let’s see how his philosophy holds up during a beer market
The bald guy is cute
The vast majority of the market is of no interest to us at all . This statement should tell U why U should avoid investing in passive funds.
U end up backing more loosers than winners !
1 hour and 25 minutes spent on good performing companies... "did you ever consider shares in tesla?"
Not investing in Tesla will be his biggest mistake.