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TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
We Study Billionaires - The Investor’s Podcast Network
Are You a Value Investor or a Quantitative Investor?
I think where people run into trouble is when they take these methods or strategies or philosophies and turn them actually into their religion. Buffett himself said he's not a value investor. He didn't want to put a label on it because it's just about laying out capital today to get more in the future. When I joined Orbis 2006-ish, there was a very active management scene. But then over the last 15 years, that's kind of gone away. And if you look at all contracts across the space, I don't think they've been wildly good.
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