Value Investing Q3 2020 Letters & Reports

October 07, 2020

Value Investing Q3 2020 Letters & Reports

Q3 2020 Letters & Reports
Etsy: A Handmade Giant in the Passion Economy
Key Quotes from management teams: People with more of their own money on the line tend to make better decisions
Modern Monetary Theory Explored - Niels C. Jensen

Q3 2020 Letters & Reports

Posted: 06 Oct 2020 07:28 AM PDT

Investment Firm	Date Posted
Absolute Return Partners - Modern Monetary Theory Explored	October 6
JPMorgan Guide to the Markets	October 6
Kerrisdale Capital - AtriCure Short Thesis	October 6
Spruce Point Capital - Sunnova Energy Short Thesis	October 6
Goehring & Rozencwajg	October 7

Interviews & Lectures	Date Posted
Beeneet Kothari - Technology Stocks	October 6
Jim Chanos - Short CRE	October 6
Ray Dalio - Navigating Debt Crises	October 6

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Etsy: A Handmade Giant in the Passion Economy

Posted: 07 Oct 2020 02:14 AM PDT

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Key Quotes from management teams: People with more of their own money on the line tend to make better decisions

Posted: 06 Oct 2020 08:48 AM PDT

People with more of their own money on the line tend to make better decisions

"And at the end of the day…what I will tell you more than anything else that I've realized in 44 years, of which 20 I've been investing in some way, shape or form, is those people who put more of their own money on the line tend to make better decisions than those people that are riding other people's money. And at the end of the day, if you look back on the single greatest investor of our generation, the most important thing that you would have done by backing Warren Buffett, you know, the best thing you would have done by backing a John Malone, the best thing you would have done by backing Jim Simons, is allowing them to compound their own money and going along for the ride with them. I think that's a really important point. And so, at the most basic level, my advice to everybody is read the disclosures, read the diligence, and then ask one primary question: How much of your own money are you putting on the line. Yours. Not other people's, not your fund's, none of that garage. How much of your own?" – Social Capital CEO Chamath Palihapitiya

https://theweeklytranscript.com/2020/10/05/the-transcript-10-05/

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Modern Monetary Theory Explored - Niels C. Jensen

Posted: 06 Oct 2020 06:05 AM PDT

https://www.arpinvestments.com/arl/modern-monetary-theory-explored

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