Bruce Greenwald, David Winters, Tom Russo, And Bob Olstein were interviewed on Bloomberg TV this past Friday. Kudos to Sandesh Trivedi sandeshtrivedi.blogspot.com for finding the video.
This is Part III of the interview.
Part I is here.
Part II is here
In part III of the interview the gurus discuss how to avoid value traps. The interviewees also talk about globalization and how stocks will be effected by it. The gurus also discuss meeting with management and their thoughts on the matter.
Tiger Legatus Master Fund was up 0.1% net for the second quarter, compared to the MSCI World Index's 7.9% return and the S&P 500's 8.5% gain. For the first half of the year, Tiger Legatus is up 9%, while the MSCI World Index has gained 13.3%, and the S&P has returned 15.3%. Q2 2021 hedge Read More