Bruce Greenwald: The Death Of Manufacturing; Deep Value Investing In Juniors by John Chew, CSInvesting
Prof. Greenwald on competitive advantage, the shift to services and why profit margins are so high and may remain so.
Most recent interview of Prof. Bruce Greenwald
You should think through Prof. Greenwald’s thoughts. Regarding investing, it is the art of the specific, so don’t let the the above macro talk affect your investing too much. I do agree that service companies develop competitive advantage through either product economices of scale or regional economies of scale.
The Children's Investment Fund Management LLP is a London-based hedge fund firm better known by its acronym TCI. Founded by Sir Chris Hohn in 2003, the fund has a global mandate and supports the Children's Investment Fund Foundation (CIFF). Q3 2021 hedge fund letters, conferences and more The CIFF was established in 2002 by Hohn Read More
Ajit Jain: 32_KeyInfluencers_AjitJain
Deep Value Investor In The Junior Gold Miners
https://jayant.liberty.me/ His Blog
Game on or con on: Fraud in Junior Mining Equities: http://insider.kitco.com/ or having fun with your money. The key is the lack of quality deposits!
Let me know what YOU think.