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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
Chief Investment Officer

Author of Trends & Tail Risks

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