Tag Archives: Contrarian Investing

Part II of my Notes from the CFA Institute’s Value Investing Conference

(Click on the tag below for the other parts) Sorry, I was very busy. Rather than wait and post notes on several speakers, I thought it better to post each one as I complete it. As a reminder: The CFA … Continue reading

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I am a Proud Member of the “I Don’t Know” School

I read the following in Howard Marks’s latest book (p. 138):  “Since the investors of the ‘I Know’ school, described in chapter 14, feel it’s possible to know the future, they decide what it will look like, build portfolios designed … Continue reading

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