Guiding Principles

Increase intrinsic value by at least 15% or more every year. 

Take on partners that prefer to be partners for the duration of their lives, their children's lives, and their grandchildren's lives.

Paying legal fees.

Paying capital gains taxes (We prefer not to ever sell). 

Paying lots of brokerage fees (Not a trading house).

Contributing to dishonest companies or those that harm humanity.

Healthy:  We buy into companies and industries that help people and society stay healthy.  

Happy:  We buy into companies and industries with "happy" products, brands, and services that bring people value. 

Political:  We buy into companies and industries that are supported by major governments and world leaders.

Brand:  We buy into companies and industries that have unwavering brand loyalty in their industry.

Integrity:  We buy into companies and industries that have management with the highest possible integrity and morals.

Revenue History:  Consistent historical revenue growth trends over the past 10 years.

Revenue Growth Potential:  Outlook of revenue growth that is favorable and durable over the next 10-15 years.

Gross Profit Margins:  We look at businesses with a Gross Profit Margin of 30% or higher and with little risk of profit margin erosion.   

Building Large Moats:  We buy businesses that have established or are building large competitive moats that deal in products, services, or markets with high barriers to entry.