Best companies you want to invest in

[CityFarmer]

ie the higher ROIC with good sustainable competitive advantage businesses. Somehow I just can't seem to realise them especially in Singapore.

There are 26 letters of the alphabet, and within this forum there is a thread for each letter, and multiple firms within each thread. If you take the time and read through each thread i think you will have a different opinion on "Somehow I just can't seem to realise them especially in Singapore."

I think the concept of a "buffett-firm" or "sustainable competitive advantage forever" a complete fallacy, esp in the world today. Creative destruction is here to stay and i find it hard to believe some brands will stay on top of the game forever. I think the spirit of Graham is to find value, apply a margin of safety in your price, ride out the business cycles and let strong management unlock value. Personally i like to add to "diversify your basket" from the POV of a practitioner in finance who has gone through a couple of crisis.

The strong value investor is the bloke who has the brains and guts to define "value","MOS","strong management" himself; the woeful investor is the one who spends his time looking for textbook answers and regurgitating blindly.

Well-said. A very valuable advice from a guru in this forum.

Learn a process to get the "right" answer, is always much valuable than the "right" answer itself.

I will vote it as the best answer for this thread.