Value Investing 2020_08_05 - Some interesting PDFs, sell-side reports and primers |
- 2020_08_05 - Some interesting PDFs, sell-side reports and primers
- Standing on the shoulders of giants
- Howard Marks: Time for Thinking
- Ray Dalio's work - have other investors discussed it?
- Blue Hawk's Q2'20 Investor Letter
| 2020_08_05 - Some interesting PDFs, sell-side reports and primers Posted: 05 Aug 2020 09:02 AM PDT |
| Standing on the shoulders of giants Posted: 05 Aug 2020 04:33 PM PDT |
| Howard Marks: Time for Thinking Posted: 05 Aug 2020 07:30 AM PDT |
| Ray Dalio's work - have other investors discussed it? Posted: 05 Aug 2020 08:44 AM PDT I've seen Ray Dalio discuss his work, his books, and his findings a few times. He runs an investment fund that is well known and he has done very well with it. My question is if others have discussed it and their views such as Buffett, Howard Marks, etc. I'd be curious what others have said on the topics, because Ray Dalio's work seems very relevant in today's odd times with high market valuations on P/E metrics, low interest rates, endless ability to add liquidity to the markets, and of course the impact of COVID19. [link] [comments]  |
| Blue Hawk's Q2'20 Investor Letter Posted: 05 Aug 2020 12:45 PM PDT |
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