There is a lot more to the Warren Buffett method of investment than people realise
Unfortunately Roger Montgomery is still on trainer wheels when it comes to understanding how he does it
there is a lot more to the method than ROE which is what he used to bang on about.
One thing Buffett usually says is only buy companies whose business you understand.
Roger Montegomery seems not to have understood the nature of the product or the business model, I reckon.
He is just Warren Buffett populist
Anyway I lost money listening to him
clime investment, page-13
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