Buffett explains analysis of companies and models that can be used to filter the good, the bad, and the unknowable. He advises the investor with many examples of change, macro and micro, moats, what is important amd what is not, competition, valuation.
Michael Zimmerman’s Prentice Capital is having a strong year
Prentice Capital was up 15.3% net last month, bringing its year-to-date gain to 49.4% net. Prentice touted its ability to preserve capital during market downturns like the first quarter of this year and the fourth quarter of 2018. Q3 2020 hedge fund letters, conferences and more Background of Prentice Capital The fund utilizes a low Read More