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.


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  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.