While we are talking about James Montier, our columnist Miguel Barbosa of http://www.simoleonsense.com/ posted a link to a James Montier video. Montier delivered the speech during a UK CFA event last year.
In the speech he criticized EMH, or “The Efficient Market Hypothesis”, a theory opposite to value investing.
You can read a good write up about the speech here
or watch the video by click on the following picture.
The speech is 42 minutes long, but worth the watching.
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guruekThe Curious Investor is a stock investing blog written by Daniel Hung. The blog's aim is to provide both educational and informational articles on stock investing concepts, strategies, and potential targets. The author hopes that these articles will allow him and others to make informed and profitable investment decisions. Further, he invites readers to respond via comments or e-mail and participate in constructive discussion.
Daniel Hung started The Curious Investor as a student at Columbia University and it blossomed into a passion for investing and finance he hopes to share with others. He now works for a private investment fund in New York, NY. For more articles and tutorials please visit: http://thecuriousinvestor.com
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