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Interesting Bill Gross article "Do I see a great investor in the mirror?"


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Interesting article from Bill Gross of Pimco.

 

Gross: "Am I a great investor? Is Buffett?"

 

the trope is: when you look in the mirror what do you see.  He sees flaws, plus a superb time, in the past to have been an investor.

 

Gist:

   

   

   

  • Investors should be judged on their ability to adapt to different epochs, not cycles. An epoch may be 40-50 years in time, perhaps longer.
  • Bill Miller may in fact be a great investor, but he’ll need 5 or 6 more straight “heads” in a future epoch to confirm it. Peter Lynch is a “party pooper.” Warren is the Oracle, but if an epoch changes will he and others like him be around to adapt to it?
     
  • No matter how self-indulgent you think this IO is, I just looked in the mirror and saw at least a 7. You must be blind!

 

whoops, here is the link: http://www.pimco.com/EN/Insights/Pages/A-Man-In-The-Mirror.aspx

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