133 | A Stock Picker’s Anthem
After a day of sitting through pitches from different mutual funds, I couldn't help but write a lyric summarizing each of their strategies.
While each fund wanted to highlight their unique differences, they all sounded so generically the same.
Thank you to Sir Mix-a-Lot for the inspiration...
I like big moats and I cannot lie.
Strong balances sheets are so fly.
When it's got good management.
And it trades below intrinsic.
I go long!