Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discusses

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In this fascinating conversation, we learn from Roli Saxena, Founder of Drona Capital, how she finds companies that she can invest in and hold ... forever.

Drona Capital is a long-only equity fund, seeking to invest in high-quality businesses available at a discount to their intrinsic value. Investment decisions are based on the company's historical financial and operational performance and its sustained and defensible competitive advantage over a long period of time, often exceeding decades. A high emphasis is given to active avoidance of risk. A concentrated portfolio of <20 stocks, mostly small/mid-cap (median market cap $7bn) with low turnover - sold only 6 stocks in the last 7 years. Most of the portfolio has negligible debt with consistent operating metrics and well diversified customer and supplier bases. For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply