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.
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring hedge funds avoiding distressed china debt, growth in crypto fund launches, and the adapting venture capital industry. Q3 2021 hedge fund letters, Read More