Actual investors look at the big picture. Not just the small print:
Understanding how the world is changing is a better guide to investment than picking over the detail of analysts’ research.
The big picture often emerges from asking what a company is making possible that didn’t used to be possible. If what’s being made possible is big enough and important enough, companies probing at the frontiers will succeed. For Actual investors it’s about finding companies where profits just might compound at significant rates, year after year after year.
