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.
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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.
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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.