Carl Zeiss Meditec: Why This Company Is A Good Choice For 2026

2026-01-15 13:30:24 ET

Some investments that I make take a long time to mature. Some even take years - and if you're a value investor like I am, you have to kind of decide whether you'll allow companies to take as long as that to "mature". I argue that if you're unwilling to take this time, you should probably consider not using a value approach for your investments. It simply involves too much risk. The company I'm going to review is a perfect example of a business that has taken a very long time to mature (and is still far from there), but where the quality isn't anything that I am worried about in terms of the investment....

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