Koller reminding that two companies can create same value with materially different combos of growth & ROIC
$Costco (COST.US)$ $PAX GLOBAL (00327.HK)$

As a long term value investor, I think no matter what is trending it's still always about looking for GREAT companies at FAIR prices. So for me I'm looking into adding $Alibaba (BABA.US)$ $Coinbase (COIN.US)$ $Lockheed Martin (LMT.US)$ $Unilever (UL.US)$ $PAX GLOBAL (00327.HK)$ as I think might be great companies but waiting to add at the RIGHT price. Again this is not investment advice and it's just my own opinions and based on my risk profile. But my principle still remains, look for great companies with growing revenues, strong cash flow, good management and large long term growth prospects. Mr Market will always inform me what's the flavor of the day but it's really a judgment call whether Mr Market is too optimistic or too pessimistic so to help we need to rely on hard work in financial analysis and investing in what you know best!