dcollon Posted February 2, 2016 Share Posted February 2, 2016 Shane Parrish from Farnam Street is highlighted. Enjoy! http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2026_.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted February 2, 2016 Share Posted February 2, 2016 Shane Parrish from Farnam Street is highlighted. Enjoy! Thank you, David! Shane has been very successful, and very deservedly so! Cheers, Gio Link to comment Share on other sites More sharing options...
Phaceliacapital Posted February 4, 2016 Share Posted February 4, 2016 Craig's interview is really good. Link to comment Share on other sites More sharing options...
eclecticvalue Posted February 5, 2016 Share Posted February 5, 2016 Excellent interviews in this newsletter. Link to comment Share on other sites More sharing options...
ratiman Posted February 5, 2016 Share Posted February 5, 2016 :o :o :o Craig Effron: Let me correct a misperception. Most funds don't author many of their own ideas, and we’re one of them. We have an idea or two that we generate ourselves, especially in credit, but most are in The Wall Street Journal, or they come up in discussions at dinner with friends of mine. The idea that we’re sitting in a room, and then are suddenly all like “I got it! Let's buy XYZ.” That's not how it works. Bill Ackman is a different guy. Bill does do that and he's unique. John Griffin does that as well, especially in Japan. Generally, though, we all talk to each other and share ideas. Ideas are not generated out of thin air. They come to me from Barron’s, The Wall Street Journal, Financial Times, idea dinners, brokers, etc. That's how they come. Link to comment Share on other sites More sharing options...
Jurgis Posted February 5, 2016 Share Posted February 5, 2016 :o :o :o Craig Effron: Let me correct a misperception. Most funds don't author many of their own ideas, and we’re one of them. We have an idea or two that we generate ourselves, especially in credit, but most are in The Wall Street Journal, or they come up in discussions at dinner with friends of mine. The idea that we’re sitting in a room, and then are suddenly all like “I got it! Let's buy XYZ.” That's not how it works. Bill Ackman is a different guy. Bill does do that and he's unique. John Griffin does that as well, especially in Japan. Generally, though, we all talk to each other and share ideas. Ideas are not generated out of thin air. They come to me from Barron’s, The Wall Street Journal, Financial Times, idea dinners, brokers, etc. That's how they come. They all just read CoBF and buy the CoBF-motel stocks. Link to comment Share on other sites More sharing options...
indirect Posted February 6, 2016 Share Posted February 6, 2016 Yes, Craig's interview is very honest, educational and refreshing. Link to comment Share on other sites More sharing options...
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