The Long (and Short) of It, featuring John Hempton from Bronte Capital
HedgeD
Exploring Long-Short Equity Strategies
This chapter discusses the benefits of long-short investing compared to traditional mutual funds and ETFs, with insights from successful investors like Warren Buffett. It emphasizes the importance of a dispassionate approach to investing, managing emotional dynamics, and learning from personal experiences. Moreover, it explores capital allocation and the impact of CEO decisions using historical examples, ultimately highlighting the author's own journey and strategies in navigating the investment landscape.
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