1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
CanadianValue
CanadianValue
Articles (4624) 

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"!

Please leave your comment:


Performances of the stocks mentioned by CanadianValue


User Generated Screeners


schaarcheap
mjspencermmm screen
browntroutFwd PE <=9, Gross Margin >= 25
gelayor65All Stocks With Blackrock Heav
jan.ellsbergerHernhag rev5
jan.ellsbergerHernhag rev4
jan.ellsbergerHernhag rev3
jan.ellsbergerHernhag rev2
jan.ellsbergerHernhag
BoubaPFS Value Sector
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK