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Phil Fisher: The Father of Growth Investing and Warren Buffett’s Mentor

Philip Arthur Fisher (1907–2004) was a pioneering American investor and author best known for his book Common Stocks and Uncommon Profits (1958), which laid the foundation for modern growth investing. He emphasized qualitative analysis—focusing on a company’s management, innovation, and competitive edge—over quantitative metrics like price-earnings ratios. Fisher advocated for long-term ownership of a small number of exceptional companies, using his “scuttlebutt” technique: gathering insights by informally interviewing employees, customers, suppliers, and competitors to assess a business’s true potential.

Warren Buffett has repeatedly credited Fisher as a major influence, calling his book “one of the great investment books of all time.” Buffett blended Fisher’s growth-oriented approach with Benjamin Graham’s value principles, shifting toward “wonderful companies at fair prices” rather than just “fair companies at wonderful prices.” Buffett even recommended Fisher’s work in his shareholder letters and held stocks like Motorola (a Fisher favorite) for decades.

Core Investment Ideas

Fisher’s philosophy centered on identifying “outstanding” companies with sustainable growth potential, holding them through market volatility, and avoiding over-diversification. He believed most investors fail by chasing short-term trends or spreading bets too thin. Key tenets include:

His famous 15 Points Checklist from Common Stocks and Uncommon Profits provides a framework for spotting these gems. Here’s a concise summary:

  1. Does the company have products/services with sufficient market potential for above-average growth for years?
  2. Is management determined to develop profitable new products/services to sustain growth?
  3. How effective is the company’s research and development (relative to its size)?
  4. Does the company have an above-average sales organization?
  5. Does the company have a worthwhile profit margin?
  6. What is management doing to maintain or improve profit margins?
  7. Does the company have outstanding labor and personnel relations?
  8. Does the company have outstanding executive relations?
  9. Does the management have depth (i.e., a strong bench of talent)?
  10. How good are the company’s cost analysis and accounting controls?
  11. Are there any important patents or other factors giving the company a valuable competitive advantage?
  12. Does the management have a long-range outlook, avoiding short-term sacrifices for gains?
  13. Does the company have a management of unquestionable integrity?

(Note: Fisher originally listed 15, but points 13–15 emphasize avoiding shareholder dilution, admitting mistakes, and ensuring integrity.)

Key Quotes from Phil Fisher

Fisher’s writing is pithy and timeless, often warning against common pitfalls like impatience and herd mentality. Here are 10 standout ones:

These ideas and words continue to shape investors like Buffett, emphasizing discipline, curiosity, and conviction over speculation.

References


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