Cerno Capital (@cernocapital) 's Twitter Profile
Cerno Capital

@cernocapital

Cerno Capital is an investment manager.

Our clients are individuals, families, charities and wealth managers.

We are a partnership, based in London.

ID: 2800276048

linkhttp://www.cernocapital.com calendar_today02-10-2014 15:46:45

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While investors fret about the merits of #valueinvesting vs. #growthinvesting, the truth is the key driver of share prices over the long term is #earnings. #LVMH is an example of such a business.

While investors fret about the merits of #valueinvesting vs. #growthinvesting, the truth is the key driver of share prices over the long term is #earnings.

#LVMH is an example of such a business.
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Welcome to the age of the incumbents. Industry leading companies are able to access cheaper funding at better prices than disruptive new entrants. We expect them to ride out the current turmoil and consolidate their position. #EssilorLuxottica is a Cerno Global Leaders company.

Welcome to the age of the incumbents. Industry leading companies are able to access cheaper funding at better prices than disruptive new entrants. We expect them to ride out the current turmoil and consolidate their position. #EssilorLuxottica is a Cerno Global Leaders company.