Here's where 7 funds that I follow overlap
Here's where 7 funds that I follow overlap
Funds: AKO, Akre, TCI, Valley, Triple Frond, AltaRock, Fundsmith.
A lot of consensus on Visa $Visa(V)$ , Moody's $Moody's(MCO)$ and Microsoft $Microsoft(MSFT)$ .
Adobe $Adobe(ADBE)$ consensus has dropped.
Lots of interesting ideas where there is less consensus, e.g. Verisign $VeriSign(VRSN)$ , FICO $Fair Isaac(FICO)$ $Intuit(INTU)$ $KKR & Co LP(KKR)$ $Marriott(MAR)$ $Otis Worldwide Corp(OTIS)$ $Procter & Gamble(PG)$ $S&P Global(SPGI)$ $TransDigm(TDG)$ $Thermo Fisher Scientific(TMO)$ $Verisk Analytics(VRSK)$ $Zoetis(ZTS)$ .
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