Jim Chanos, Tom Russo, & Julian Robertson Interviews – G&D Newsletter

Jim Chanos, Tom Russo, & Julian Robertson Interviews - G&D Newsletter

 

Mr. Chanos is the founder and Managing Partner of Kynikos Associates, a firm he founded in 1985. Throughout his career, Mr. Chanos has identified and sold short the shares of numerous well-known corporate financial disasters; among them,
Baldwin-United, Boston Chicken, Sunbeam, Conseco and Tyco International. His most celebrated short-sale of Enron shares was dubbed by Barron’s as“the market call of the decade.”

Seth Klarman: Investors Can No Longer Rely On Mean Reversion

Volatility"For most of the last century," Seth Klarman noted in his second-quarter letter to Baupost's investors, "a reasonable approach to assessing a company's future prospects was to expect mean reversion." He went on to explain that fluctuations in business performance were largely cyclical, and investors could profit from this buying low and selling high. Also Read More


Full article here-http://www4.gsb.columbia.edu/null/download?&exclusive=filemgr.download&file_id=7310995