Su market timing, investimenti azionari, business di qualità, etc...
“So much in the investment
world has become focused on tamping down volatility that it’s gotten somewhat
away from an emphasis on returns. We see that as an opportunity. If you’re
willing to look further out and accept the inherent randomness of what can go
on in the interim, we can sit with an undervalued portfolio of unleveraged,
diversified businesses with business models that aren’t going to become
obsolete and feel quite comfortable about its prospects.” (Tweedy Browne)
