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The Highest Quality Growth Companies are AAA Bonds that Grow

POSTED ON August 24th - POSTED IN Bonds

By Lewis Johnson - Chief Conclusion  A tiny minority of the world’s highest-quality growth companies have achieved the nearly impossible: sustainably high returns on capital and bond-like stability of growing dividends[…]

Old Friends: Kirby Corporation (KEX)

POSTED ON August 10th - POSTED IN Replacement Cost

By Lewis Johnson - Chief Conclusion We believe that the share price of Kirby Corporation (KEX) is undervalued and offers patient investors attractive returns and limited risk.

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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