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The semi-annual letter from Fundsmith dropped today and it's a must read for all investors. Sharing highlights from letter in 4 images.
Summary:
1. Hiking interest rate is not the solution to inflation as it is a supply side problem.
2. Focus on high Gross margin cos.
3. Sectors: Consumer staples (some disc), Healthcare, Tech. Won't invest in Energy and Commodity.
#goodreads
Summary:
1. Hiking interest rate is not the solution to inflation as it is a supply side problem.
2. Focus on high Gross margin cos.
3. Sectors: Consumer staples (some disc), Healthcare, Tech. Won't invest in Energy and Commodity.
#goodreads
