My long time readers are familiar with Jeremy Grantham of GMO as I quote him a lot. He is one of the more brilliant and talented value managers (and I should mention very successful on behalf of his clients). He writes a quarterly letter which I regard as a must read. I have excerpted parts of his recent...
How Should We Then Invest? Those Wild And Crazy Analysts The Evidence for Investor Overreaction Stock Prices Are In Our Heads Or, Maybe Investors Are Just Head Cases Can We Actually Predict Earnings? Buffett versus Grantham Back to 1974? Home Again and a New Home Warren Buffett says buy. Jeremy Grantham...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
10-27-2008
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Filed under: Analysts, Bear Market, Investors, GDP, Consumer Spending, Warren Buffet, Investing, Economic Outlook, Bullseye Investing, Economic Crisis, Index Funds, Jeremy Grantham, Crestmont Research
Introduction This week's Outside the Box is comprised of 2 smaller articles that I believe will, collectively, provide you with some interesting information to digest. The 1st article will be a follow up piece to last week's Outside the Box where I featured a commentary by Morgan Stanley's...