Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)
The Meb Faber Show - Better Investing
How to Maximize Return Stacking Opportunities by Choosing Alternative Fund Managers
Many investors find themselves recommending portfolios that are uncomfortably far out along the risk curve stretching for yields and increasing pro cyclical asset exposure. We show how to maximize return stacking opportunities by choosing alternative fund managers already engaging in capital efficient strategies. Warren Buffett's investment vehicle, Berkshire Hathaway, effectively borrows 60 cents for every dollar invested in capital to maintain an average of 160%.
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