Track Gurus’ Stock Purchases Daily – Real Time Guru Picks
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Very good but brief explanation of Buffett's way of investing - "Growth at reasonable price" brand of value investing versus big discount to IV and marty whitman/ Jean Marie style balance sheet investing. Buffett's discount is in the moat of the firm.
As Klarman said once Buffett evolved from one style to another while most investors do not. But then most value investors do not manage as huge sums as Buffett does now.
I also noticed that I tend to like other's thinking which agree with my own thinking.
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As Klarman said once Buffett evolved from one style to another while most investors do not. But then most value investors do not manage as huge sums as Buffett does now.
I also noticed that I tend to like other's thinking which agree with my own thinking.