𝟮𝟬𝟮𝟰 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗼𝗻𝘀

I was on a panel discussion at the Abu Dhabi Finance Week and I was asked the question, "What I was looking at in the markets in 2024?"

I gave a rather unusual answer that it is impossible to predict the market and economy and instead what I'm looking at are great businesses.

1. Cash and Cash Flow: Understand the intrinsic value of companies by focusing on their ability to generate and hold cash over the long term.

2. Certainty in Investments: Emphasize the importance of backing investments with solid fundamentals to ensure stability and predictability.

3. Margin of Safety: it's essential to incorporate a margin of safety in your investment strategy to protect against market and economic uncertainties.

https://www.youtube.com/watch?v=AjhHMH2RN5Y