1. Actual investors think in decades. Not quarters:

    Finding growth companies is about focusing on what the future looks like, not on how stock prices are moving.

    Watch

    30 seconds

    Video player CDN is not accessible
  2. The short horizon of some stock market analysis reveals nothing about the possibilities for outstanding returns when new technologies coalesce. We think it’s easier to spot significant points of change – and to ride the sometimes bumpy road towards them – than to try to second guess other investors quarter-to-quarter.