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- Grantham Jeremy GMO Summer Essayshot!
- 21.07.2010
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Summer essays, July 2010, Jeremy Grantham, GMO
- Hits: 459
- Interview Watsa Oct 09hot!
- 06.11.2009
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1) Interview to Prem Watsa (CEO and founder of Fairfax). We are actually investing in emerging markets (India)!
2) Quote from Howard Marks (founder of Oaktree Capital, highly successful value investor, in particular in distressed debt) that I think fits very well our style or at least our aim: "I feel strongly that attempting to achieve a superior long-term track record by stringing together a run of top-decile years is unlikely to succeed. Rather, striving to do a little better than average every year, and through discipline to have superior relative results in bad times, is: 1) less likely to produce extreme volatility 2) less likely to produce huge losses which can't be recouped 3) most importantly, more likely to work" (from ValueInvestor Insight November 2009, page 22) - Hits: 457
- Touchstones Memo from Howard Marks (Nov 09)hot!
- 01.12.2009
- Hits: 448
- Cognitive Dissonance of it Allhot!
- 23.02.2011
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Hayman Capital Management: "The Cognitive Dissonance of it All" (Feb 14th, 2011)
- Hits: 446