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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