How to invest in equities the David Webb way
Who is David Webb?
His core principles
His investing approach
You will note that;
- He runs a concentrated portfolio and maintains it over a long time horizon
He avoids stocks he doesn’t like, rather than actively shorting them. He is also happy to share his thoughts on companies in the public domain that he deems to be poor value (for more, see Webb-site.com)
He is a details man, who likes to pore over financial statements and regulatory filings, sometimes until late into the night! This is important – whilst spotting valuation anomalies is easier with smaller companies than it is amongst large-caps, it still demands a lot of hard work