Good company is always lead by visionary leader surrounded by strong management team. They understand that the pie is very big and they can always find growth. They are not limit by the size of the company, they can find new direction of growth even the company is very big. Those companies see very far. They build their company rock solid that can withstand economy stress for long period. They change their course and make changes during difficult time. They adapt and take advantages of political change. You will never fail investing long term in those company as long as you have time, patient, strong trust, faith. Faith is the most important, we usually lost faith during economy bad time when there are so many bad rumors, and we don't know which is true, then we become risk adverse that we switch to "safety first" rule (sell all!!!)
Recently I find those big companies want to control asset that usually controlled by government or target government big project, big contract (electricity, energy, water, telecommunications spectrum, oil and gas). They know those are the sectors that have very high entry barrier and have a very high chances create monopoly or oligopoly situation. In that situation, sure demand, sure sales, high profit margin, sure profit. Who don't want?
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