Another great find by my friend sandesh trivedi of http://sandeshtrivedi2.blogspot.com/. Sandesh, like I is a big fan of Bruce Greenwald. Sandesh found a great interview that Greenwald gave when he visited India several years ago. Greenwald talks about moats, valuing growth, and many other themes that Greenwald writes about in his book Competition Demystified, which I plan on doing a book review of shortly.
Below is the interview in scribd format. For best viewing make sure to click zoom and then click full screen. It is a relatively short, but interesting interview.
Trident Fund LP performance update for the month ended November 30, 2022. Q3 2022 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +0.8, +1.2, and +3.0 percent, respectively, in November, and the fund +6.6, +9.9, and +35.0 percent net for 2022. Please click here for the