Winners Keep Winning

The philosophy is simple: Winners among companies have a remarkable ability to sustain their winning streak, often surpassing even the most optimistic expectations. The reason? Returns are persistent.

I wrote my first article for The Market one month ago on arvy’s investment philosophy: «Good Story & Good Chart».

Now corporate earnings season is over, and the best economist I know - the internals of the stock market - is giving me some clues.

What kind?

The multiple contraction is over and quality stocks have begun to decouple from the broad indices since summer. I am on the lookout for top-quality business models, the «Good Stories» that show signs of strength.

But what is the prerequisite for this? What does the foundation of a «Good Story» include?

Reminder: A «Good Story» has already won.

As Albert Einstein put it, «In theory, theory and practice are one and the same. In practice they are not». For this reason, I would like to give examples of businesses that we own.

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