HEINY - Depressed About The Market? How About Some Heineken?
- Finding good companies to invest in is getting easier because even quality is getting undervalued. Finding companies that will be good investments, that's harder.
- I believe that investments need to be companies that enjoy significant pricing power, inflation resistance and through-cyclic earnings stability.
- These companies are found in a variety of sectors - but consumer durables, such as brewers, are certainly one of them.
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Depressed About The Market? How About Some Heineken?