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CanadianValue
CanadianValue
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Zeke Ashton on the High-Quality Piece of Advice He Received from Michael Burry

December 27, 2012 | About:

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:



About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 3.5/5 (8 votes)

Comments

vgm
Vgm - 4 years ago    Report SPAM
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"!

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