Hi John,

I'm so pleased to hear that my advice was useful : ) Most of us understand what makes for a good or great company. All of the reading is meant to help identify more of them and also to better understand the issues that will affect those businesses positively or negatively. Stuff like what is in the CFA program is the toolkit used to understand those good or great businesses better, and then to craft a portfolio of such enterprises.

Go John, go!

Jason