TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
We Study Billionaires - The Investor’s Podcast Network
Market Dislocation and Investment Philosophy
This chapter explores the market dislocation caused by the COVID-19 pandemic, contrasting traditional industries with digital economy sectors. It highlights the challenges faced by companies like Rolls-Royce and Glencore, while also discussing the importance of intrinsic value-focused investment strategies. The conversation examines the cyclical nature of misallocations in capital and the implications of term premium trends in the bond market.
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