• Cogent Alpha: Lessons learned from beating the market

    Apr 2, 2018
    Twelve months ago, I published an article called 20 Firms For 2020. In it I outlined 20 firms that I thought were great long-term investments, using my selection process for “high quality, high growth” firms. This approach has worked out very well, with the 20 firms beating the market by 20% on average over twelve months, and 14/20 firms outperforming. That’s a great result, ...
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  • 20 firms for 2020: an investment strategy to last the decade

    Mar 30, 2017
    Rising competitive pressure from superabundant capital and new tech-enabled business models makes franchise durability more vital than ever. Few firms are creating value at a rapid pace, making some value creators intrinsically more valuable. Thus my investment strategy is to own 20 high quality firms with rapid intrinsic value growth priced at low valuations considering their ...
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