Alpesh B Patel OBEManaging Partner (UK), RootBridge Capital · Asset Management. Great Investments Programme. 18 Books, Bloomberg TV alum & FT Columnist, BBC Paper Reviewer; Fmr Visiting Fellow, Oxford Uni. Multi-TEDx. UK Govt Dealmaker. alpeshpatel.com/links Pro

Profitable Companies: Why They're Good Investments #shorts

9 Jun 2026 · 1 min

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In this brief commentary, the speaker explains why certain profitable companies are included in his investment portfolio while others, such as BYD and European‑listed firms, are excluded. He cites Seagate and Western Digital as examples of profitable stocks that meet his criteria of value, growth, income, and cash flow, emphasizing that profitability provides overall resilience. The speaker notes that while these firms are unusual in their profitability, profitable companies in general are advantageous for investors.

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That said, we didn't have BYD, okay? Largely because we don't tend to have European listed companies. So Seagate got in because value, growth, income, cash flow, all of those factors still put it in there. And as I said, they're unusual because— oh, I've also got Western Digital as well. That's also profitable. So those three, trying to think if there's any others. We don't have any of the others. TTM, I don't think so, but I might have covered before. Those are unusual in that they're profitable and manage to do that. That's not to say profitable companies are bad. Profitable companies are actually rather good, of course, because they give you more resilience on the whole.