#22 The Octogenarian
Behind the Balance Sheet
How to Be a Successful Investor
When you were at Loeb Roads, your clients were primarily US based. But when I started my own firm, you want to follow industries. So that would take me to visit companies in Paris like for no a grand bet in London. They had hamburgers and they had Venus and they had the booze and I like that. Even though I have an analyst in China, we're not interested much in China as we're interested in what's going on in media or sports or dynamics like that. We do have clients that don't allow us to hedge the currency. That's been a challenge because if you bought something with Euro 135 and it's down to 107, you could be up
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