Stock market bulls are a rare breed in today’s market. With global growth slowing, yields falling and a great deal of political uncertainty overhanging the market, the vast majority of investors are sitting on the sidelines holding cash and gold. [timeless] One manager going against the herd is Frederick Rowe of Greenbrier Partners and in this month’s issue of Value Investor Insight, Rowe explains why he considers himself more bullish than most. Frederick Rowe: Looking for the moat Since 1986 Greenbrier has earned a net annualized 12.5%, vs. 10.4% for the S&P 500. These slow and steady returns are a…
Buy Southwest Airlines And Costco For Long-Term Growth?
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk