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[…]
By Lewis Johnson - Wealth cannot grow unless it is invested and therefore placed at risk. Done properly, over time, investing in the right risks can be amazingly rewarding. Choosing the right risks means avoiding the[…]
By Lewis Johnson - One of the most important achievements of highly successful investors is to identify and understand - early on – a trend that becomes a dominant investment theme. Many professionals will spend their[…]
By Lewis Johnson - The financial world is a confusing place. Those of us with significant experience that pre-dates the Global Financial Crisis of 2007 - 2009 can easily see how much more complex the world is now than[…]
By Lewis Johnson - Every day it seems I am reminded that there are so many things that investors must understand if they hope to navigate the markets safely and profitably. One thing is clear: an investor can never[…]
