Frank Martin: Why We Worry Top-Down, Invest Bottom-Up [Slides]

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Frank Martin: Why We Worry Top-Down, Invest Bottom-Up [Slides]

Why We Worry Top-Down, Invest Bottom-Up by Frank Martin from the Ben Graham Centre conference

“We are reminded again of the warning from the distant past from our mentor, Ben Graham, which I have quoted before: ‘Only 1 in 100 survived the 1929-1932 debacle if one was not bearish in 1925.’ We continue to be early –and bearish!” – Prem Watsa, Fairfax 2013 Letter to Shareholders

 

“Anyone who attempts to direct the employment of capital will not only bring much unwanted attention upon himself but also will unwittingly or otherwise assume authority that should be trusted to no political entity, however mighty, and which would nowhere be so dangerous as in the hands of a man who had the folly and presumption enough to fancy himself fit to exercise it.” – Adam Smith

Option Trading and the Future of Option Alpha with Option Alpha’s Kirk Du Plessis

Arena Investors Chilton Capital Management Schonfeld Strategic Advisors Robert Atchinson Phillip Gross favorite hedge fundsValueWalk's Raul Panganiban interviews Kirk Du Plessis, Founder and CEO of Option Alpha, and discuss Option Alpha and his general approach to investing. Q1 2021 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors. Interview with Option Alpha's Kirk Du Plessis


Reported vs 10-year Moving Average S&P Earnings

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Frank Martin’s Speech

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