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Zeke Ashton on the High-Quality Piece of Advice He Received from Michael Burry
Posted by: CanadianValue (IP Logged)
Date: December 27, 2012 04:41PM

An interview with value investor Zeke Ashton discussing concentration when managing a portfolio.

Ashton calls Burry a "homerun investor" in that Burry can handle a huge amount of volatility while he waits for an investment to play out.

Ashton thinks of himself as more of a "singles" hitter looking for a high on-base percentage without the volatility.

Some excellent advice from Ashton on the dangers of overconfidence:





Guru Discussed: Zeke Ashton: Current Portfolio, Stock Picks
Stocks Discussed: SPY, DJI, QQQ,
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Re: Zeke Ashton on the High-Quality Piece of Advice He Received from Michael Burry
Posted by: vgm (IP Logged)
Date: December 28, 2012 03:14AM

Excellent interview, if all too brief. Zeke is very articulate and explains himself well.

Funny though that he did not follow the "high-quality piece of advice he received from Michael Burry"!



Guru Discussed: Zeke Ashton: Current Portfolio, Stock Picks
Stocks Discussed: SPY, DJI, QQQ,
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Rating: 0.0/5 (0 votes)





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