And thank you for sharing your thoughts and making them understandable for everyone. I really enjoy reading them and learning from you.
I have a question about holding quality companies, as you have said many times and Icompletely agree. I really see the quality in the businesses you own, but isn't quality something subjective? For both of us Snowflake is a superior quality company, but for other people this might be Visa, Coca-Cola, Apple. What does quality mean at the stock market, since different people see the companies through different lenses? I have thought about that many times, but wanted to understand how others think about that.
My High Growth Portfolio in January 2023
Hi Moritz,
And thank you for sharing your thoughts and making them understandable for everyone. I really enjoy reading them and learning from you.
I have a question about holding quality companies, as you have said many times and Icompletely agree. I really see the quality in the businesses you own, but isn't quality something subjective? For both of us Snowflake is a superior quality company, but for other people this might be Visa, Coca-Cola, Apple. What does quality mean at the stock market, since different people see the companies through different lenses? I have thought about that many times, but wanted to understand how others think about that.
Thanks for your time.
Regards,
Martin