Ron Muhlenkamp: The Easiest Way To Lower Volatility Is To Not Price Things Too Often


    Discussing the latest market action a day after the Fed decided to leave rates unchanged, and forecasting what’s next, with Kenny Polcari, O’Neil Securities; Ron Muhlenkamp, Muhlenkamp Fund; and CNBC’s Rick Santelli.

    H/T Dataroma

    Ron Muhlenkamp: The Easiest Way To Lower Volatility Is To Not Price Things Too Often

    Michael Mauboussin Tips From Great Investors [Pt.2]

    charles munger moat valuewalk Charlie Munger competitive advantage great companies great brands GARP value investing value investors Google Alphabet profit margins Berkshire HathawayThis is the second part of a short series on Michael J. Mauboussin's research document reflecting on 30 years of Wall Street analysis published in 2016. Q3 2020 hedge fund letters, conferences and more The document outlined Mauboussin's observations of successful investors throughout his three decades on the Street. This article starts at point six. Read More