Author Topic: Companies -truly long term focused not managing to quarter results?  (Read 5394 times)

Nell-e

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Would like to hear opinions about which companies/CEO's are truly long term focused and don't manage to quarterly results?
These are some of the companies I've come across - Berkshire, AMZN, Tesla, Oaktree Capital, Tencent, BABA, JD.com, community banks that have been around for longer than 100 years and have been steadily profitable (i.e. BKUTK, AUBN)


globalfinancepartners

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #1 on: February 09, 2018, 05:33:14 AM »
I would add Texas Pacific Land Trust, TPL, to the list.  They are "going out of business"...  It's just taking them a while.  Returns are awfully good.

http://www.businessinsider.com/texas-pacific-land-trust-2014-8

Nell-e

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #2 on: February 10, 2018, 12:06:10 AM »
Thanks for the feedback, globalfinancepartners.  I think I ran across TPL in 2010.  I didn't know how to value it.  I'm very bullish on Texas.  I play it through Prosperity Bancshares (PB) which is another company that is long-term focused.

The reason I started this thread was to generate ideas for compounders.

DTEJD1997

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #3 on: February 10, 2018, 01:22:30 PM »
Hey all:

One company that is truly long term focused is Seaboard (SEB).

They've had one heck of a run!

rb

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #4 on: February 10, 2018, 01:54:27 PM »
Nestle, AB ImBev, Google.

Nell-e

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #5 on: February 11, 2018, 12:42:14 AM »
Hey all:

One company that is truly long term focused is Seaboard (SEB).

They've had one heck of a run!

I had never heard of Seaboard.  You're quite right about the run they've had.  Thanks for chiming in.

Spekulatius

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #6 on: February 11, 2018, 05:06:29 AM »
Nestle, AB ImBev, Google.

Time will tell, but I think you can put FB into the same fold.
To be a realist, one has to believe in miracles.

racemize

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #7 on: February 11, 2018, 08:17:57 AM »
Other favorites: MKL, BAM, FFH

BPCAP

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #8 on: February 11, 2018, 07:33:33 PM »
Costco. Huge sacrificer of short term gains for long term value.

rb

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #9 on: February 11, 2018, 07:36:42 PM »
Costco. Huge sacrificer of short term gains for long term value.
I have to admit: Costco is a weird beast.