3 ms·
Fair enough. But if his letters are not so insightful anymore, whose are?
by the-dude 6y ago
Fair enough. But if his letters are not so insightful anymore, whose are?
- ivanche 6y agoIn the last few years I've enjoyed reading letters (Annual Reports as they call it) written by Frank Martin of Martin Capital Management LLC. https://www.mcmadvisors.com/newsmaterials/ https://www.mcmadvisors.com/newsmaterials/
- tim333 6y agoIt's a different kind of stuff but I find Jeremy Grantham pretty insightful. Grantham does more overall market levels rather than individual stocks, Buffett the reverse. Here's a recent one https://www.gmo.com/americas/research-library/waiting-for-the-last-dance/ https://www.gmo.com/americas/research-library/waiting-for-th... on how things are a bit pricey now. Though he's not a perma bear - this is one he put out saying things were cheap almost exactly at the 2009 bottom https://www.gmo.com/americas/research-library/reinvesting-when-terrified/ https://www.gmo.com/americas/research-library/reinvesting-wh... Grantham is mostly retired but has popped up recently to comment on the current situation. He's on youtube a bit too if you google.