Another great find by my friend sandesh trivedi of http://sandeshtrivedi2.blogspot.com/. Sandesh, like I is a big fan of Bruce Greenwald. Sandesh found a great interview that Greenwald gave when he visited India several years ago. Greenwald talks about moats, valuing growth, and many other themes that Greenwald writes about in his book Competition Demystified, which I plan on doing a book review of shortly.
Below is the interview in scribd format. For best viewing make sure to click zoom and then click full screen. It is a relatively short, but interesting interview.
Einhorn’s FOF Re-positions Portfolio, Makes New Seed Investment In Year Marked By “Speculative Exuberance”
It has not just been rough year for David Einhorn's own fund. Einhorn's Greenlight Masters fund of hedge funds was down 3% net for the first half of 2020, matching the S&P 500's return for those six months. In his August letter to investors, which was reviewed by ValueWalk, the Greenlight Masters team noted that Read More