Michael Mauboussin, Director of Research at BlueMountain Capital Management discusses a framework to think about skilled active managers.
Michael Mauboussin Discusses The Paradox Of Skill
It took decades for Warren Buffett to build Berkshire Hathaway into the conglomerate it is today. Along the way, the Oracle of Omaha and his business partners have acquired a range of different companies and extracted cash from failing businesses to reinvest back into growth stocks. Q2 2021 hedge fund letters, conferences and more The Read More