Money and Finance
- Loeb Says Japan Rally In Early Stages
Thanks to Will for passing this along. Add hedge-fund manager Daniel Loeb to the list of big-name investors making bullish bets on Japanese stocks. Loeb, who scored big gains on Greek debt over the past year, said Japanese leaders are making progress...
- Dan Loeb Quote
“A key rule in investing is that you don’t necessarily need to understand a lot of different things at any given time, but you need to understand the one thing that really matters.” –Dan Loeb (as quoted in The Alpha Masters) ...
- Seth Klarman Quote And Some Thoughts On Deliberate Practice In Investing
“To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too many things change too quickly in the investment world for that approach to succeed. It is necessary instead to understand the rationale...
- David Einhorn Quote
Great quote from David Einhorn in the Charlie Rose interview linked to in the previous post:CHARLIE ROSE: What is it you like about what you do, because you didn’t set out to do this? DAVID EINHORN: No. What I like is solving the puzzles. I think that...
- David Einhorn Speech - "accounting Ingenuity"
Ira W. Sohn Investment Research Conference David Einhorn, Greenlight Capital, “Accounting Ingenuity” May 21, 2008-I appeared at this conference six years ago and joked that my wife, while trying to help me prepare my presentation of the Allied Capital...
Money and Finance
Notes from the CIMA Conference
From Market Folly:
David Einhorn
Bruce Greenwald
Bruce Berkowitz
Dan Loeb
....................
Loeb excerpt (reminded me of THIS previous quote):
Areas of focus and interest: if spending all your time reading research reports and only looking at screen, you will fail. Be well-rounded, travel, study things outside of the narrow topics of finance. If investing was just about numbers, any young accountant could do this. More than industry analysis, need to understand why you make decision, when it’s right to be contrary, when its not. Santa Fe institute has good ideas.
- Loeb Says Japan Rally In Early Stages
Thanks to Will for passing this along. Add hedge-fund manager Daniel Loeb to the list of big-name investors making bullish bets on Japanese stocks. Loeb, who scored big gains on Greek debt over the past year, said Japanese leaders are making progress...
- Dan Loeb Quote
“A key rule in investing is that you don’t necessarily need to understand a lot of different things at any given time, but you need to understand the one thing that really matters.” –Dan Loeb (as quoted in The Alpha Masters) ...
- Seth Klarman Quote And Some Thoughts On Deliberate Practice In Investing
“To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too many things change too quickly in the investment world for that approach to succeed. It is necessary instead to understand the rationale...
- David Einhorn Quote
Great quote from David Einhorn in the Charlie Rose interview linked to in the previous post:CHARLIE ROSE: What is it you like about what you do, because you didn’t set out to do this? DAVID EINHORN: No. What I like is solving the puzzles. I think that...
- David Einhorn Speech - "accounting Ingenuity"
Ira W. Sohn Investment Research Conference David Einhorn, Greenlight Capital, “Accounting Ingenuity” May 21, 2008-I appeared at this conference six years ago and joked that my wife, while trying to help me prepare my presentation of the Allied Capital...