- “The intelligent investor is likely to need considerable will power to keep from following the crowd.”
- Ben Graham
Seeking Special Businesses
There are countless businesses, however there are very few special businesses – and they take great discipline, effort and focus to find. Yet D Cubed believes that there are companies and business models with truly special elements in every industry and at every scale. Sometimes those elements are being very effectively harnessed and sometimes something may be preventing them from being so.
Regardless, our goal is to identify and support executives in (further) harnessing the special elements inherent in such businesses – all toward (further) building deep points of differentiation and sustainable competitive advantages over the medium and long terms.
As truly special businesses are extremely rare, we concentrate our investment capital and limit the number of investments we make to include only those which possess such special elements. And we are willing to put the utmost focus around enhancing such businesses – and are never in a rush to exit them.