Quality. We all make judgments about it every day. Yet articulating a clear definition of quality in an investing context is challenging. This book addresses the challenge, and distills years of practical investing experience into a definitive account of this under-explored investment philosophy.
Quality. We all make judgments about it every day. Yet articulating a clear definition of quality in an investing context is challenging. This book addresses the challenge, and distills years of practical investing experience into a definitive account of this under-explored investment philosophy.
Lawrence A. Cunningham, Torkell T. Eide and Patrick Hargreaves
Inhaltsangabe
About the Authors Acknowledgements Preface Introduction 1. BUILDING BLOCKS A. Capital Allocation B. Return on Capital C. Multiple Sources of Growth D. Good Management E. Industry Structure F. Customer Benefits G. Competitive Advantage 2. PATTERNS A. Recurring Revenues B. Friendly Middlemen C. Toll Roads D. Low-Price Plus E. Pricing Power F. Brand Strength G. Innovation Dominance H. Forward Integrators I. Market Share Gainers J. Global Capabilities and Leadership K. Corporate Culture L. Cost to Replicate 3. PITFALLS A. Cyclicality B. Technological Innovation C. Dependency D. Shifting Customer Preferences 4. IMPLEMENTATION A. Challenges B. Mistakes when Buying C. Mistakes of Retention D. Valuation and Market Pricing E. Investment Process & Mistake Reduction Epilogue Appendix: AKO Capital and AKO Foundation End Notes
About the Authors Acknowledgements Preface Introduction 1. BUILDING BLOCKS A. Capital Allocation B. Return on Capital C. Multiple Sources of Growth D. Good Management E. Industry Structure F. Customer Benefits G. Competitive Advantage 2. PATTERNS A. Recurring Revenues B. Friendly Middlemen C. Toll Roads D. Low-Price Plus E. Pricing Power F. Brand Strength G. Innovation Dominance H. Forward Integrators I. Market Share Gainers J. Global Capabilities and Leadership K. Corporate Culture L. Cost to Replicate 3. PITFALLS A. Cyclicality B. Technological Innovation C. Dependency D. Shifting Customer Preferences 4. IMPLEMENTATION A. Challenges B. Mistakes when Buying C. Mistakes of Retention D. Valuation and Market Pricing E. Investment Process & Mistake Reduction Epilogue Appendix: AKO Capital and AKO Foundation End Notes
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