Mistaken views about international stocks by ADQ and GMO

As John Templeton would advise, you look for your bargains amongst individual stocks
As John Templeton would advise, you look for your bargains amongst individual stocks
Worth reading because I have beaten the market for 1,3 and 50 years
Robust decision-making embraces many plausible futures, then helps analysts and decision makers identify near-term actions that are robust across a very wide range of futures
JPMorgan Chase reported strong results in the fourth quarter as we earned $11.0 billion in net income…and an ROTCE of 20%
What a value investor’s concentrated portfolio looks like.
If a man is both wise and lucky, he will not make the same mistake twice. But he will make any one of the ten thousand brothers or cousins of the original.
If the job has been correctly done when a common stock is purchased, the time to sell it is – almost never
Buffett analyzed companies more subjectively than Graham, and he found intrinsic value in companies, such as See’s Candies, that Graham would not have touched.
Something that knocks the pins out from our normal understanding of price earnings ratios, return on invested capital, discounted cash flow analysis, smart beta/factor ETFs, value at risk models (VAR) and even company financial statements
I’ve included a short list of some favorite earlier posts
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