22 December 2009

Kinetics had a wonderful day before the day before the night before Xmas

Here's their story (who can argue?)

Kinetics' mission is to recognize securities that have unique return characteristics and favorable risk reward profiles. This methodology entails rigorous proprietary research, emphasizing non-codependence of holdings and a margin-of-safety approach to investing. The following investment criteria is applied to companies in which Kinetics invests:

  • Exploitation of very large potential markets
  • Defensible barriers to entry
  • Strong business model and balance sheet
  • High potential returns on investment capital
  • Strong and innovative management team

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