Money and Finance
Via the book Capital Account:
- Five Good Questions For Edward Chancellor About The Book "capital Returns"
Link to video .................... Related book: Capital Returns Related previous posts: Investors should be thinking 90% about supply... More from Ed Chancellor on focusing on industry supply... THE TENETS OF CAPITAL CYCLE ANALYSIS ...
- More From Ed Chancellor On Focusing On Industry Supply...
From his introduction to Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15: FOCUS ON SUPPLY RATHER THAN DEMAND Given that the future is uncertain, why should Marathon’s approach fare any better? The answer...
- Investors Should Be Thinking 90% About Supply...
In one of the interviews Edward Chancellor gave recently, he made the comment below, which I think was probably the most practical investing lesson that can be used going forward:Ed: And this interesting point is that people, I don’t quite know why,...
- Ed Chancellor On The Capital Cycle...
From his introduction to Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15, which was released in hardcover today: Typically, capital is attracted into high-return businesses and leaves when returns fall...
- Growth At Dirt Cheap Prices (gadcp)
From Modern Security Analysis:In GADCP, there is no emphasis on estimating future flows. Rather it is recognized that growth in common stock prices can come, and frequently does come, from sources other than corporate operations. Growth can come...
Money and Finance
Edward Chancellor quote
Via the book Capital Account:
It is an axiom of capital cycle analysis, however, that future demand is very difficult to project. Partly this is due to the problems that afflict all attempts at forecasting under conditions of uncertainty. But it is exacerbated by the fact that those who supply forecasts of demand are likely to have a vested interest in inflating the figures.
- Five Good Questions For Edward Chancellor About The Book "capital Returns"
Link to video .................... Related book: Capital Returns Related previous posts: Investors should be thinking 90% about supply... More from Ed Chancellor on focusing on industry supply... THE TENETS OF CAPITAL CYCLE ANALYSIS ...
- More From Ed Chancellor On Focusing On Industry Supply...
From his introduction to Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15: FOCUS ON SUPPLY RATHER THAN DEMAND Given that the future is uncertain, why should Marathon’s approach fare any better? The answer...
- Investors Should Be Thinking 90% About Supply...
In one of the interviews Edward Chancellor gave recently, he made the comment below, which I think was probably the most practical investing lesson that can be used going forward:Ed: And this interesting point is that people, I don’t quite know why,...
- Ed Chancellor On The Capital Cycle...
From his introduction to Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15, which was released in hardcover today: Typically, capital is attracted into high-return businesses and leaves when returns fall...
- Growth At Dirt Cheap Prices (gadcp)
From Modern Security Analysis:In GADCP, there is no emphasis on estimating future flows. Rather it is recognized that growth in common stock prices can come, and frequently does come, from sources other than corporate operations. Growth can come...