Posts filed under “Investing”
Here is what you suggested:
Blog reader suggestions:
Sam Zell, Scott Simon, Jean Marie Evaillard
Tim Cook of Apple Co seems an obvious call and, although I hear he’s not particularly publicity hungry
Craig Jelinek of Costco would be interesting IMO.
Christine Hefner. She may have just a little to offer.
USAF Major General Jack Weinstein. If you can get him……
I don’t suppose you could ever get Jeremy Grantham?
Steve Leuthold, Ned Davis, Stanley Druckenmiller, Seth Klarman
Elon Musk (how he sees the future- transportation- autos and mass transit, AI, space exploration)
Bill Gates (view on challenges for the developing world- which solutions work/which doesn’t)
Jack Ma (view on China, competition in ecommerce, value/role for shareholders)
Larry Page and/or Eric Schmidt (view on driverless cars, expansion into other technology, etc.)
Jimmy Page as long as he brings along Jack White.
Mark Dow, Hank Paulson, Bezos, John Malone
And I Second: Elon Musk, Bill Gates, Jack Ma
Jerry Seinfeld, Stephanie Pomboy
Another vote for Grantham, please.
Would love to hear from managers:
- Peter Lynch (Would LOVE to hear this one)
- Seth Klarman
As well as authors:
- William Bernstein of “Intelligent Asset Allocator” fame
- Michael Lewis
- Burton Malkiel
“Ray Kurzweil has been described as “the restless genius” by The Wall Street Journal, and “the ultimate thinking machine” by Forbes. Inc. magazine ranked him #8 among entrepreneurs in the United States, calling him the “rightful heir to Thomas Edison,” and PBS selected Ray as one of 16 “revolutionaries who made America,” along with other inventors of the past two centuries. He is considered one of the world’s leading inventors, thinkers, and futurists, with a 30-year track record of accurate predictions.”
1) Elon Musk for his obvious business & technology insights. But also for his views on artificial intelligence.
2) Ray Kurzweil for his general technical & business insights, but also for his views on artificial intelligence and “The Singularity”.
Sheryl Sandberg, Ginni Rometty, Susan Wojcicki, Mary Barra, Angela Ahrendts, Melinda Gates; ….
Checklist Manifesto, @Atul_Gawande
William K Black
Paul Tudor Jones, Jeremy Grantham, Peter Thiel
Michael Porter, Andy Lo, Richard Grinold
T. Boone Pickens, Jim Dondero, David Booth, Jim Rogers
Alan Mulally, Boo-Keun Yoon, Gap Han Yoon, Jeff Immelt, Ferdinand Piech or Winterkorn, Sergio Marchionne
Warren Mosler. Seth Klarman. Sheila Bair. William Black.
Bruce Greenwald, Jean-Marie Eveillard, Marty Whitman, Irving Kahn, Charlie Munger, Didier Sornette, Joel Greenblat, Andrew Lo.
Cashin, Dalio, Kass, Tom Barrack.
Victor Niederhoffer, Monroe Trout, Van K. Tharp, Meb Faber, Wes Gray, Eric Topol, Ed Seykota, Neil Howe,James Altuchr
Soros, James Montier, Jim Grant.
Jim Koch, founder of Sam Adams
Significance of secular market should not be underestimated Barry Ritholtz November 9 2015 People who work in specialized fields seem to have their own language. Practitioners develop a shorthand to communicate among themselves. The jargon can almost sound like a foreign language. Finance is filled with colorful phrases such as “Spoos,” “Vol,” “Monte…Read More
A few weeks back I asked readers “What city next?” for our regular visits with clients. A surprising number of you suggested New York City. I thought that was a fantastic idea. We have scheduled the week of December 8th for our open house. If you are interested in learning more about what we do,…Read More
On this day in 1993, the Wall Street Journal published a survey of 10 market pundits. They had been asked when the bull market that started in 1982 would end. Most of the forecasters predicted a 10 percent market decline — hardly a bold position because 10 percent declines occur fairly often, about once a…Read More
Source: Business Insider UPDATE: We’ve shown the opposite over the years as well — here is what happens if you manage to miss the worst days. • Missing Best & Worst Days in Markets – April 28th, 2011 • Missing Best & Worst Days of S&P500 – September 14th, 2010 The fascinating wrinkle about…Read More
Two Election Winners David R. Kotok, November 5, 2014 Two winners emerge after the election. One is the Gini coefficient. It measures the income divide of the population. It has been widening. Those at the top income level have improved their wealth. The middle income level has been eroding and is experiencing…Read More
As a fan of investor psychology, I find sentiment intriguing. Measuring it is a challenge. We can’t trust what people say because they become bullish after they buy and bearish after they sell, convincing themselves that past trades were the correct way to go. Humans are notorious liars — especially to themselves. When they are…Read More