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

March 20, 2012 | About:
Canadian Value

CanadianValue

207 followers
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

Rating: 3.7/5 (6 votes)

Comments

vgm
Vgm - 2 years ago
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.

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