The Illusion of Choice.
September 04, 2012

This chart pretty much explains everything that one ever needed to know about Fast Moving Consumer Goods companies from an investor’s perspective:

I am confident that if all an investor did was to own a portfolio of these stocks (other than Mars, which is not public), he or she would do spectacularly well – most certainly better than any of the indexes.

Who would have thought that investing could be that easy?

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers