Analysts tracking "Rule One Investing" notice that companies with wide moats and strong pricing power, like Costco, maintain top-line growth despite inflationary pressures and high interest rates. It's already getting confusing making sense of all the ETF products for cryptocurrencies. Some claim to offer "spot exposure" to the crypto market, but they are not "spot" ETFs. Instead, they may create synthetic positions in the underlying cryptocurrency or use complicated operating structures to achieve U.S. compliance. Mohnish Pabrai , a prominent value investor who manages approximately $900 million in assets through his Pabrai Investment Funds, has identified a simple mathematical concept he believes should be fundamental education for every investor: the Rule of 72. Latest market data shows that "Rule One Investing" principles—buying great companies at fair prices—align well with 2024’s trend of high-value tech stocks outperforming. Microsoft and Apple have maintained over 12% YTD growth, while S&P 500 trades around 4,950, indicating resilience despite rate concerns.
