When children think milk comes
from the shop rather than the farm, perhaps we have taken abstraction a little
too far. The same is true of investments. However you wave your wand, there is
a “look through”. Numbers are meaningless in and of themselves, unless they
represent something. Fundamental Investing is the attempt to break through the
noise and see what is actually happening. I like to think of it as getting my
money a job. Listed Equity provides the opportunity to buy a slice of a real
business. To become a part owner. I aim to get my money 20-25 jobs. In the same
way as a person would do it. Find companies doing something well where you can
buy in at an attractive price. Then give the money space and time to get the
job done.
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