Bio Andrew Dixon
Our investments will be few in number and simple in concept. The truly big investment idea can usually be explained in a short paragraph.
We like businesses with enduring competitive advantages that are run by able and owner-oriented people.
Our goal as investors is simply to purchase, at a sensible price, a part interest in a business whose earnings will be materially higher 5, 10, 20 years from now.
Over time we will find only a few companies that meet these standards. When we see one that qualifies, we will look to make meaningful investment.
If we can put together a portfolio of companies whose aggregate earnings move upward over the years so will the value of our investment portfolio.
We will also resist the temptation to stray from our guidelines and we are prepared to make investments for the long-term.
Winning by Jack Welch
Buffet by Roger Lowenstein
Good to Great by Jim Collins
What Management Is by Joan Magretta
The Essential Drucker by Peter F. Drucker
Advanced Selling Strategies by Brian Tracy
The Intelligent Investor by Benjamin Graham
Reminiscences of a Stock Operator by Edwin Lefevre
The 21 Irrefutable Laws of Leadership by John Maxell
How to Win Friends & Influence People by Dale Carnegie
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Bio Andrew Dixon
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