Money and Finance
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...
- Links
Edward Chancellor: ‘intelligent contrarians’ should follow the capital cycle (video) [H/T Tom] (LINK) Related book: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15Edward Chancellor: why gold miners...
- Edward Chancellor Quote
Via the book Capital Account: The turnaround of General Dynamics [from 1990-1993] and its dramatic share price performance illustrate two key aspects of the capital cycle approach to investment. First, shareholder returns are not necessarily determined...
Money and Finance
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...
- Links
Edward Chancellor: ‘intelligent contrarians’ should follow the capital cycle (video) [H/T Tom] (LINK) Related book: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15Edward Chancellor: why gold miners...
- Edward Chancellor Quote
Via the book Capital Account: The turnaround of General Dynamics [from 1990-1993] and its dramatic share price performance illustrate two key aspects of the capital cycle approach to investment. First, shareholder returns are not necessarily determined...