merkhet Posted March 8, 2011 Share Posted March 8, 2011 Looks like there's a new James Montier piece out. https://www.gmo.com/America/CMSAttachmentDownload.aspx?target=JUBRxi51IIB%2bPzFp9SGWyV4V1B7zgRSHju16Pg1fHkvYkeyLsxCzMzVFv0FQ1UV8tBcf%2fqtvVmh6I2Es%2fA3UhXSGwtY1Sa8IqDhOpN10FbOQz3d9lMKgfw%3d%3d I'm not sure if anyone else on here follows him, but I've always found his writing to be both timely and brilliant. Link to comment Share on other sites More sharing options...
Valuebo Posted March 8, 2011 Share Posted March 8, 2011 I've just read The Little Book of Behavorial Investing (which was a true eye-opener and light read at once, recommended!) so I will definitely check this out. Thank you! Link to comment Share on other sites More sharing options...
Parsad Posted March 8, 2011 Share Posted March 8, 2011 Very good article! Cheers! Link to comment Share on other sites More sharing options...
Myth465 Posted March 8, 2011 Share Posted March 8, 2011 Very good article! Cheers! Thanks will dl and read. Link to comment Share on other sites More sharing options...
merkhet Posted March 8, 2011 Author Share Posted March 8, 2011 I've just read The Little Book of Behavorial Investing (which was a true eye-opener and light read at once, recommended!) so I will definitely check this out. Thank you! James Montier is one of my favorite writers. I would highly recommend his other book "Value Investing" for a deeper look into the concepts that he introduces in The Little Book of Behavioral Investing. Link to comment Share on other sites More sharing options...
txlaw Posted March 9, 2011 Share Posted March 9, 2011 I really like James Montier. Thanks for posting. Link to comment Share on other sites More sharing options...
Viking Posted March 10, 2011 Share Posted March 10, 2011 I have always enjoyed reading Montier's stuff but I think I liked this article the most... he seems to have distilled Graham, Buffett, Keynes and Templeton thinking into his 7 laws. And then he overlays this into what we are seeing in the markets today. Bottom line... he says likely a good time to raise some cash and be patient and wait for the next fat pitch. Link to comment Share on other sites More sharing options...
augustabound Posted March 13, 2011 Share Posted March 13, 2011 The ultimate James Montier resource thanks to Jae at Old School Value, http://www.scribd.com/doc/50628517/James-Montier-Collection Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now