Quote Alpha2017-09-13T16:53:49+00:00

Boykin Curry

When we were buying Coca-Cola years ago, I’d lay out for other investors one part of our thesis that enormous demand in emerging markets could eventually turn Coke into a growth stock again but many of them just weren’t interested. “Tell me again in a couple of years,” they said. If we’re comfortable that value will compound over a long period of time, we think it’s not productive to try to time so precisely when to get in. It’s too hard and you often end up missing out.

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