36 ordspråk av Peter Doyle

Peter Doyle

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I don't expect any changes to the portfolio, ... We're pretty comfortable with the names Ryan has in the fund.

Either a business has good economics or it doesn't. If it's not going to be good for a three-month period, it won't be good for a long period of time, and vice-versa.

Those companies that have brands and that have something proprietary will do well.

Retailing in general is highly competitive and most companies have very poor returns on invested capital. Unless you create a barrier of entry, you're never going to see very big returns.

As more people get on the Internet and they get more savvy and learn how to use it, they'll just go straight to the brands,

A credit card company is really just a computer. There are really few physical limitations to growth.

The clearing prices for any financial asset is the level of interest rates, and the Federal Reserve has let its intentions be known that they're going to raise rates. So chances are it's going to be a volatile market.

The big thing about the Internet is really the distribution capabilities, and a lot of what goes on in the Internet is not about technology. It's really about having a proprietary good or service that you can deliver over the technology. And we're trying to focus on those companies that we think have something proprietary that will likely bring people back repeatedly.

There was a lot of speculative excess that had to be shaken out of the market. And I think that's what we're seeing here today.

It just shows you how risky it can be, ... One company reported pretty good numbers and the market jumped very aggressively on that. I think it's going to be a case-by-case basis.

They own two very fast-growing cable stations: Home and Garden and the Food Network, and their using the Internet to increase advertising and also have some commerce from that,

A company's fortunes generally don't change over a month's time or so, ... We want them to be able to execute their business strategy, and we give them at least three to five years.

is likely to occur globally and this company has the media or the content that's going to be distributed and it trades at a discount to its net asset value.

All those names on that list actually reflect kind of a margin of safety where even if the investment pieces don't pan out, you're likely to do well or not sustain a permanent erosion of capital. So that's what we've been focusing on,

(Fidelity National Financial is) one of the dominant players in the industry,

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