The number of countries with confirmed cases of Covid-19 has exploded from 41 to 108 in the 15 days since we first wrote at length about the situation. Nevertheless, our core strategy of investing in growing, high-quality companies for the long-haul remains as true today as ever.
Worries about the explosive growth in the number of coronavirus (Covid-19) cases have gripped global markets. Nonetheless, we’re continuing to back well-run businesses with bright long-term prospects and letting the fullness of time do the heavy lifting for us.
Joe walks through what he looks for as part of his investment process and discusses two tech stocks leveraging and monetising network effects effectively.