Quality Growth Investor. I have the simplest of tastes, I only like the best. Here I will analyze the companies in my investment universe. I am looking for the best businesses in the world in order to create a long term portfolio that can outperform the market.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I a ...

Core Insights - Fortinet (FTNT) presented its annual results on February 5, showcasing a slight outperformance compared to the index [1] Company Performance - The stock of Fortinet has achieved a slight outperformance relative to the index, indicating positive market reception [1] Investment Strategy - The focus is on identifying the best businesses globally to create a long-term portfolio aimed at outperforming the market [1]

Core Viewpoint - Booking Holdings (BKNG) has underperformed the market since June, but the company's central thesis remains intact and successful [1]. Company Analysis - The company is focused on identifying and investing in the best businesses globally to build a long-term portfolio that can outperform the market [1].

Core Viewpoint - The investment strategy focuses on fundamental, bottom-up analysis with an emphasis on long-term quality growth, targeting companies in niche markets with strong growth potential and reasonable valuations [1]. Group 1: Investment Strategy - The investment style is characterized by a long-term approach, avoiding short-term stock performance as a measure of quality [1]. - The portfolio typically consists of 15-20 stocks, emphasizing diversification, risk management, and macro-driven sector weights [1]. - The target annual return for the portfolio is set at 15% [1]. Group 2: Company Characteristics - The ideal companies for investment are those with strong management teams, sound capital allocation policies, and significant growth potential [1].

Core Viewpoint - The investment strategy focuses on fundamental, bottom-up analysis with an emphasis on long-term quality growth, targeting companies in niche markets with strong growth potential and reasonable valuations [1]. Group 1: Investment Strategy - The investment style is characterized by a long-term approach, avoiding short-term stock performance as a measure of quality [1]. - The portfolio typically consists of 15-20 stocks, emphasizing diversification, risk management, and macro-driven sector weights [1]. - The target annual return for the portfolio is set at 15% [1]. Group 2: Company Characteristics - The ideal companies for investment are those with strong management teams, sound capital allocation policies, and significant growth potential [1].