dougkass
Whitney Tilson’s email to investors discussing Charlie Munger buying apartment buildings; Doug Kass’ 50 Laws of Investing. Q2 2021 hedge fund letters, conferences and more 1) I freely admit to being an unabashed fan of investing legend Charlie Munger, Warren Buffett's long-time friend and right-hand man at Berkshire Hathaway (BRK-B)... That's why one of the great honors of my life was being a contributor to the definitive book about Munger, Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger. So I was more than a little intrigued when I saw this tweet, as I've never heard anything...
ValueWalk
Whitney Tilson’s email to investors discussing Doug Kass’ code red; retail investors power the trading wave. Q2 2021 hedge fund letters, conferences and more Doug Kass' Code Red1) My friend Doug Kass of Seabreeze Partners is a veteran investor with great instincts, so I always listen to him carefully. I continue to think his bearishness is a little early in light of the unprecedented fiscal and monetary stimulus that has led to the "mother of all economic booms," but it's worth reflecting on his latest warning: Code Red The market is in chaos and more unstable than many think, but most are ign...
ValueWalk
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