bmichaud Posted March 21, 2012 Share Posted March 21, 2012 https://www.gmo.com/America/CMSAttachmentDownload.aspx?target=JUBRxi51IIBtbYEu0yy2D233Qql0krF9YIWDpyU9bC1DsIW9OxrQN38JW598obIegPVL5Vm43jTd74zJ0R1rY2lRRYvkFggPe%2bdZF4oUF%2bEun279ii1ThA%3d%3d Or, https://www.gmo.com/America Just focus on bottoms up stock picking! Link to comment Share on other sites More sharing options...
berkshiremystery Posted March 21, 2012 Share Posted March 21, 2012 Here's more similar research on record high corporate profits. Corporate Profits Are Still Strong Nov. 22, 2011 http://seekingalpha.com/article/309665-corporate-profits-are-still-strong http://www.zacks.com/stock/news/67916/Zacks+Earnings+Trends+Highlights:+J.P.+Morgan The 2012 Earnings Outlook Dec. 20, 2011 http://pragcap.com/the-2012-earnings-outlook Link to comment Share on other sites More sharing options...
bmichaud Posted March 21, 2012 Author Share Posted March 21, 2012 Thanks. Some interesting comments below this article here as well: http://pragcap.com/james-montier-the-risk-to-corporate-profits Link to comment Share on other sites More sharing options...
manualofideas Posted February 11, 2013 Share Posted February 11, 2013 You might enjoy the following Q&A with James Montier at European Investing Summit 2012: http://www.valueconferences.com/2013/02/james-montier-on-applying-the-seven-immutable-laws-of-investing-to-the-eurocrisis/ We asked Montier to apply the seven immutable laws of investing to the Eurocrisis... Link to comment Share on other sites More sharing options...
Guest hellsten Posted February 11, 2013 Share Posted February 11, 2013 You might enjoy the following Q&A with James Montier at European Investing Summit 2012: http://www.valueconferences.com/2013/02/james-montier-on-applying-the-seven-immutable-laws-of-investing-to-the-eurocrisis/ We asked Montier to apply the seven immutable laws of investing to the Eurocrisis... Thank you! Always interesting to hear his views on behavioral finance and value investing: I think the most important lesson from the entire field of behavioral finance is not to be overconfident. The way I use behavioral finance is to really think about where I'm likely to make mistakes. I worry far less about exploiting the mistakes of others, and far more about making sure that I have a sensible investment process. An investment process that is robust to as many of the behavioral biases as I can manage. The key lesson from the behavioral field is we're all human beings and we are all likely to make mistakes. The best you can do is try and minimize the mistakes you personally are likely to make. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now