Richard Oldfield on Value Investing, Warren Buffet and Elon Musk
Macro Hive Conversations With Bilal Hafeez
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Reporting Too Much Is Not a Good Thing
Even if an institution says they are long-term I think they almost become short-term by the frequency of how often they have to report their returns yeah so I could be I could damn tenure in you know institutional investor but I report my returns every week because I'm big or even every quarter then suddenly you're managing to the reporting period rather than to your horizon. "I totally agree reporting too often is not a good thing" he said.
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