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What Charlie Munger and Grandma Ruth taught this money manager whose portfolio is up 50% this year.

Por: MarketWatch Business December 05, 2023

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Tesla , Apple , Amazon.com and Alphabet are his top four stocks due to “durable competitive advantages,” but have also seen rapid growth and were cheap when purchased. “We own 21 companies and I think it’s important to point out that we’re not just tech,” he said, rattling off other picks like Nike , Visa and Mastercard and Hershey . And non-tech holdings Accenture and No. 5 stock Costco are both up double digits this year. He owns... + full article



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