Showing posts with label Grantham. Show all posts
Showing posts with label Grantham. Show all posts
Friday, December 30, 2016

Grantham on Bubbles Revisited

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From Jeremy Grantham's 3Q 2016 letter : "We have been extremely spoiled in the last 30 years by experiencing 4 of perhaps the bes...
Wednesday, March 9, 2016

Buffett on Stock-Based Compensation

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From Warren Buffett's recently released 2015 Berkshire Hathaway ( BRKa )  shareholder letter : "...it has become common for manag...
Tuesday, August 4, 2015

What's Gold Intrinsically Worth?

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For roughly a decade, starting in 2001 , gold prices performed extremely well. So fans of the yellow stuff will rightly point to that fact...
Friday, October 31, 2014

Quality Stocks & the Risk-Return Tradeoff

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Roughly five years ago, Jeremy Grantham said the following  about what he calls "quality stocks" . "Quality stocks have out...
Monday, March 10, 2014

Buffett on "Asset Gathering" vs "Asset Managing"

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During this CNBC interview , Warren Buffett and Becky Quick discussed the compensation of his two investment managers, Todd Combs and Ted We...
Wednesday, January 1, 2014

Quotes of 2013 - Part II

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Some additional quotes from 2013 as a follow up to this recent post . Quotes of 2013 Munger and Buffett: High-Frequency Trading and the ...
Friday, December 27, 2013

Quotes of 2013

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A collection of quotes said or written at some point during this calendar year. Grantham: Investing in a Low-Growth World "All corp...
Friday, November 22, 2013

Grantham on Efficient Markets, Bubbles, and Ignoble Prizes

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The latest GMO quarterly letter was recently released.* Below, I've highlighted some of Jeremy Grantham's thoughts on efficient m...