Terry Smith: 12 Books That Every Investor Should Read

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In a recent email interview with Business Insider, Terry Smith provided twelve book recommendations that every investor should read: Berkshire Hathaway’s Annual Shareholder Letters The Warren Buffett Way by Robert Hagstrom Liar’s Poker, The Big Short, Flash Boys and Moneyball – All by Michael Lewis The Predators Ball by Connie Brook Hawkwood: Diabolical Englishman by … Read More

Terry Smith: Investors Should Focus On The Secular Drivers Of ‘Technology’ Companies When Evaluating Them

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In his 2020 Annual Letter, Terry Smith makes a great observation regarding todays ‘technology’ companies saying, “I would suggest that the secular drivers of these businesses have some distinct differences and that their prospects are not governed by a single factor — technology. This one size fits all label does … Read More

Terry Smith: The Ideal Company Doesn’t Pay A Dividend

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In his latest interview with Fund Insiders Forum De Tijd & L’Echo, Terry Smith discusses a number of topics including why the ideal company to invest in doesn’t pay a dividend. Here’s an excerpt from the interview: Question: How important is this dividend yield for you and your selection of … Read More