Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, Founder Of Drona Capital, Discusses SumZero Headlines podcast

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Trading Business Avery Pagan

Innehåll tillhandahållet av SumZero Headlines. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av SumZero Headlines eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discusses

2y ago 47:11

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MP3•Episod hem

Innehåll tillhandahållet av SumZero Headlines. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av SumZero Headlines eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this fascinating conversation, we learn from Roli Saxena, Founder of Drona Capital, how she finds companies that she can invest in and hold ... forever.

Drona Capital is a long-only equity fund, seeking to invest in high-quality businesses available at a discount to their intrinsic value. Investment decisions are based on the company's historical financial and operational performance and its sustained and defensible competitive advantage over a long period of time, often exceeding decades. A high emphasis is given to active avoidance of risk. A concentrated portfolio of <20 stocks, mostly small/mid-cap (median market cap $7bn) with low turnover - sold only 6 stocks in the last 7 years. Most of the portfolio has negligible debt with consistent operating metrics and well diversified customer and supplier bases. For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply

… continue reading

36 episoder

#Trading #Business #Avery Pagan

Artwork

Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discusses

SumZero Headlines

published 2y ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av SumZero Headlines. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av SumZero Headlines eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this fascinating conversation, we learn from Roli Saxena, Founder of Drona Capital, how she finds companies that she can invest in and hold ... forever.

Drona Capital is a long-only equity fund, seeking to invest in high-quality businesses available at a discount to their intrinsic value. Investment decisions are based on the company's historical financial and operational performance and its sustained and defensible competitive advantage over a long period of time, often exceeding decades. A high emphasis is given to active avoidance of risk. A concentrated portfolio of <20 stocks, mostly small/mid-cap (median market cap $7bn) with low turnover - sold only 6 stocks in the last 7 years. Most of the portfolio has negligible debt with consistent operating metrics and well diversified customer and supplier bases. For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply

… continue reading

36 episoder

#Trading #Business #Avery Pagan

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