Buying stocks in your happy zone
If I have to bite at stuff that is out of my happy zone, I’m not a .334 hitter
independent thinking
The best performance is produced by a person and not by a committee
Doing what everybody else is doing at the moment, and therefore what you have an almost irresistible urge to do, is often the wrong thing to do at all
A time of maximum pessimism
So we search for those things that other people are selling and then if the problem or adverse outlook is temporary we buy them and hold them patiently for years until the public changes its mind.
My thoughts about GMO’s ‘GROWTH BUBBLE’
Using trailing twelve months earnings that are impacted by a recession is a mistake
The joy of contrarian investing
The moral courage to act ‘in opposition to the crowd’ when your judgement tells you are right
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