Zeev's Turnips Patch-No Politics (ZEEV)

[Alexander]

dvdmogul

My investment strategy is heavily inlfuenced by the following:
-My variant perception (holding a well-founded view that is meaningfully different from market consensus…. Understanding market expectation is at least as important as, and often different from, the fundamental knowledge.
-which companies have a sustainable competive advantage, and even more importnatly, which companies are most likley to increase their competitive advantage. CAP (competitive advantage period) is IMO the most important value driver, but few investors take it into consideration.

Alexander