stanleydruckenmiller
Whitney Tilson’s email to investors discussing Stanley Druckenmiller interview; Warren Buffett on diversification. Q1 2021 hedge fund letters, conferences and more Interview With Stanley Druckenmiller1) I really enjoyed this interview with investing legend Stanley Druckenmiller, who has never had a down year in more than four decades of investing and once compounded at more than 30% annually over 30 years. Here's an overview of the topics he covers: What makes a great investorHow he makes an investment decisionWhether we are in another tech bubbleWhat career advice he has for 20-year-oldsWhat ...
ValueWalk
At the Value Investing Congress in 2009, David Einhorn gave a presentation titled – Liquor Before Beer… In the Clear”, in which his main topics included the two basic problems on how government is designed. Einhorn also discussed one of the biggest investing lessons he learned from Stanley Druckenmiller. Here’s an excerpt from that presentation: Q3 2020 hedge fund letters, conferences and more Solving Investment PuzzlesOne of the nice aspects of trying to solve investment puzzles is recognizing that even though I am not always going to be right, I don’t have to be. Decent portfolio management ...
ValueWalk
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