Money and Finance
Yet another link that I discovered on my friend Miguel's blog, Simoleon Sense, which is my favorite blog out there (no offense to all the other excellent blogs).
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- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Links
I've seen this before, but it's probably about time for a re-read [H/T @CravenPartners]: James Montier: Seven Sins of Fund Management Latticework Of Mental Models : Mental Accounting (LINK) What Investors Can Learn From the Oil Bust - by...
- Notes From The London Value Investor Conference 2013: Marks, Price, Montier & More
Via Market Folly. This was interesting: "James Montier said that GMO’s 7 year asset allocation model for US stocks is now predicting negative returns. GMO are now 50% in cash." Link to: Notes From the London Value Investor Conference 2013: Marks,...
- Miguel Barbosa Interviews James Montier
My friend Miguel with another great interview, this time with James Montier:Part 1Part 2.................... I really liked this particular Q&A exchange between Miguel and James. Volatility = Opportunity, it does not equal risk. Miguel: Interestingly...
- Video: Interview With Wang Chuanfu Of Byd
In case you missed it, Charlie Munger called BYD a “damn miracle” at the Berkshire Hathaway Annual Meeting, and gave very high praise to Wang Chuanfu and the thousands of engineers at BYD. I found these videos on Simoleon Sense. Miguel does such an...
Money and Finance
James Montier’s CIMA Presentation
Yet another link that I discovered on my friend Miguel's blog, Simoleon Sense, which is my favorite blog out there (no offense to all the other excellent blogs).
-
James Montier’s CIMA Presentation
-
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Links
I've seen this before, but it's probably about time for a re-read [H/T @CravenPartners]: James Montier: Seven Sins of Fund Management Latticework Of Mental Models : Mental Accounting (LINK) What Investors Can Learn From the Oil Bust - by...
- Notes From The London Value Investor Conference 2013: Marks, Price, Montier & More
Via Market Folly. This was interesting: "James Montier said that GMO’s 7 year asset allocation model for US stocks is now predicting negative returns. GMO are now 50% in cash." Link to: Notes From the London Value Investor Conference 2013: Marks,...
- Miguel Barbosa Interviews James Montier
My friend Miguel with another great interview, this time with James Montier:Part 1Part 2.................... I really liked this particular Q&A exchange between Miguel and James. Volatility = Opportunity, it does not equal risk. Miguel: Interestingly...
- Video: Interview With Wang Chuanfu Of Byd
In case you missed it, Charlie Munger called BYD a “damn miracle” at the Berkshire Hathaway Annual Meeting, and gave very high praise to Wang Chuanfu and the thousands of engineers at BYD. I found these videos on Simoleon Sense. Miguel does such an...