Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
Focused Compounding
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Value Investing - Is 2020 a Good Year?
I was reading green light capitals. Their Q for letter. Green light capital funds returned 36.6%. And I've heard reports that he's finally back above his high watermark. Value investing as an industry is unlikely to ever fully recover the outflows into passive and other strategies were debilitating. Respectively, we believe this is a positive for our strategy as we face much less competition than we did a few years ago.
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