In this video I compare the industries that Fundsmith has investments in with the industries that have produced 20%+ compounders over the last decade.

What if you could double your chances of picking a great long term bet simply by focusing on certain industries and excluding others?

Find the spreadsheet here: https://docs.google.com/spreadsheets/...

Want to give TIKR a try? Support the channel using this link: https://app.tikr.com/register?ref=e2jdyq

ROIC article by Mauboussin: https://www.morganstanley.com/im/publ...