That Terry Smith is a straight shooter... love it!
@varunjain57892 жыл бұрын
Always a learning experience listening to Terry !
@emiliojosegomezcortina21072 жыл бұрын
Great masterclass. Thanks for sharing it!
@DimensionRIFT2 жыл бұрын
Some absolutely fantastic information in here. More people need to see this. Thank you so much for sharing this video with us.
@festerarl66532 жыл бұрын
Such a great communicator. He talks such sense with so little bull***t. On another forum there have been questions asked - and almost a 'group think' - to move out of Fundsmith. Hearing this interview reinforces my belief that there's 'a lot of life left in the old dog yet'. One thing that wasnt discussed was 'size' of the fund. Terry does state elsewhere that this does impose some limitations on Fundsmith Equity but there's still plenty of scope for the fund, and if you want to go down the cap size then this is here Smithson comes in.
@barrygowdy38062 жыл бұрын
A great investor with a consistent long track record. Investors have done well investing with Terry
@beebobley94642 жыл бұрын
Always great listening to Terry. Would love to hear him on Capital Employed Podcast talking about some of his favorite stocks.
@ElenaVishnevskayaAEGConsulting2 жыл бұрын
Thank you CG, and Mr. Smith. Greetings from Toronto, Canada 🇨🇦
@karamsulaiman66052 жыл бұрын
This was truly brilliant!!!
@Michael.design2 жыл бұрын
The new investing oracle.
@johndoh5392 жыл бұрын
I was hoping Terry would talk about the size of the fund now and if it could hinder future performance. And if a potential limit could be put on the size of the fund in future. But yes, I love listening to him and have no hesitation in trusting the team with my money.
@bighands692 жыл бұрын
Size of a fund does not hamper performance because they can hold as many positions as they would like. It is different from company that is listed trying to buy positions in other companies.
@johndoh5392 жыл бұрын
bighand69, with all due respects I disagree.Fundsmith will not hold as many companies as you like. Terry has said it will only be 25 to 30 companies, and with the fund being 28 billion, he couldnt buy a billion poundsworth of a small company without its shareprice rocketing. Also if he did buy a few million poundsworth of a small company, no matter how well it performed it would not affect the fundsmith price much. Thats why I feel we are tied to the giant companies only. Elephants dont gallop !
@DaviMourao2 жыл бұрын
He has talked about the size of the fund elsewhere... In the US you have mutual funds with over $100b, so the present size of the fund is not something that worries him right now.
@pw35912 жыл бұрын
Brilliant interview !! (apart from the bloody PC bleeping every 10 seconds !!)
@AlessandroOrlandi832 жыл бұрын
Very interesting video!
@alexk39482 жыл бұрын
Really enjoyable but Terry has a typo on slide 25 - should say '96 not '86
@fundhunter71722 жыл бұрын
We all make mistakes I guess! But interesting that in the presentation he was lambasting a few companies for making mistakes and there is one in this presentation. Generally, most stuff has an error in it somewhere if you look hard enough.
@mikeyknowles10002 жыл бұрын
a typo is a bit different to a mistake in a companies accounts!
@inversionautodidacta2 жыл бұрын
todo un lujo siempre, love it!!
@youputallprofessorstoshame57552 жыл бұрын
Yes. He has actual experience of running companies which has a mantra of churn and burn ( Tullet Prebon, Collins Stewart) to earn OTC commissions and cuts and even incentivising for volume,which pressurised self -employed brokers to increase sales through spiel , ( fictitiously or not) and ideas. Now it’s his own money . A completely different story.
@thelastsamuraiRonin2 жыл бұрын
Audio is not clear
@arnabbhattacharya65792 жыл бұрын
Can you guys do a session with Saurabh mukherjea of Marcellus investing in India. I think it's going to be worth the effort. Thanks.
@Monopolist912 жыл бұрын
Are the slides available somewhere?
@canaccordgenuitywealthmana88442 жыл бұрын
You can read a summary of the webinar here: www.canaccordgenuity.com/wealth-management-uk/news-and-insights/talking-success-with-terry-smith/
@vrobinpal2 жыл бұрын
56:30 So did the British take that from India or did Indians get it from the British?
@bluegtturbo Жыл бұрын
Can't help wonder though if he will be the next Jayesh Manek or Neil Woodford. Remember them?
@erlendolsen7172 Жыл бұрын
Jesus. Sort out your USB peripherals man!
@treaher2 жыл бұрын
This guy makes a the world a sick planet.
@pw35912 жыл бұрын
??
@treaher2 жыл бұрын
As an investor with many shares in Unilever he is lobbying to stop Unilevers green goals to save the planet.