1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
CanadianValue
CanadianValue
Articles (4623) 

A White Paper from GMO’s James Montier – What Goes Up Must Come Down

March 20, 2012 | About:

James Montier has released some analysis and thinking on the likely future for corporate profit margins. We have heard similar thoughts before from his colleague Jeremy Grantham and recently also from Robert Rodriguez of FPA Capital.

Here is Montier’s take:

JM_WhatGoesUp_312

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 3.7/5 (6 votes)

Comments

vgm
Vgm - 4 years ago Report SPAM
Thanks for posting.

Montier writes well, even entertainingly, and obviously puts considerable thought into his pieces. But I get to wondering what is the actual importance and utility of such work. Seems like a great deal of intellectual indulgence with no lasting value.

To my mind, a few sentences from Buffett on just about any topic are worth more - alot more - than what economists like Montier have to say.

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


timschenkscreen 28 juli 2016
kkopacz.bizForwardRateOfReturnConsumrDef
jtepper2Beneish+Sloan+AZ
jtepper2Beneish+Sloan
DBrizanUSA Holdings 27Jul2016
DBrizanCDN watch 27Jul2016
DBrizanCDN 27Jul2016
pbarker46Some ideas
DANGORDONROE AND ROC 7-28-16
DANGORDONPEG 7-28-16

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Login to add portfolio
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK