Guru Julian Robertson (Trades, Portfolio) is a legendary billionaire investor and founder of Tiger Management, which netted an outstanding average return of 32% from 1980 to 2000.
In the YouTube video below, Robertson talks about how to pick successful stocks and the most important things to consider when looking at companies.
https://www.youtube.com/watch?v=yKW1XB5w3qM
Recently, Robertson significantly added to his stake in Enzymotec Ltd. (ENZY, Financial)
On Dec. 4, he added 357,991 shares of the company, increasing his stake by 44.48%. He now has a total of 1,162,845 shares of Enzymotec.
Below is a chart of Julian Robertson (Trades, Portfolio)'s total holding at quarter-end in the company.
Enzymotec Ă‚ develops and manufactures nutritional ingredients and medical foods, driven by a deep core of cutting-edge, proprietary technologies. Since its establishment in 1998, the company has enjoyed accelerated growth, generating impressive sales worldwide, by launching a diverse portfolio of innovative products.
Enzymotec's two main focuses are pharmaceutical and nutrition.
The nutritional part of the company develops, manufactures and markets clinically-validated, biofunctional, lipid-based compounds. These compositions address a wide spectrum of growing consumer demands; including optimal early development and supplementation for nutritional balance, peak performance, and other dietary needs.
The Pharma side of the company is dedicated to the discovery, development, manufacture and marketing of innovative, clinically-tested, effective and safe, natural lipid-based medical foods for the cardiovascular and neurological markets, as well as for the pharmaceutical drug markets. The products are designed to provide safe and effective solutions all based on proprietary lipid-based technologies.
Julian Robertson (Trades, Portfolio) likes to focus on three things when researching stocks:
- Good management.
- Good product line.
- Moving ahead and stockholder-oriented.
Some strong signs for Enzymotec are:
- Enzymotec has no debt.
- The book value has increased an average of 26.95% over the past three years.
- The company has a quick ratio of 6.15, meaning that they can cover their short term financial liabilities.
- The company is starting to show signs of short term momentum.
- The company is currently trading under its intrinsic value.
Robertson is a proven winner and has a fierce tiger approach when it comes to investing.
Cheers to your investment success.
Disclaimer: The author does not currently own any shares in this company.
