Latticework Investor

Value Investing

Guy Spier: how to improve investing behavior in the face of extreme conditions

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Notes from the Value Investing Congress Twitter feed.

Guy Spier: how to improve investing behavior in the face of extreme conditions

  • I want to set up the world in a way that I can have the brain of Homer Simpson and the best decisions flow naturally.
  • Buffett has this in his office: Invest like a champion today.
  • Making a list of items to improve investment decisions available for download.
  • Reduce toxic relationships, increase productive ones. Associate with people who are better than you and you will become better.
  • Idea from John Burbank: Go long what China is short.
  • Fortescue Metals Group. Could be trading at 1x EBITDA if market goes very tight.
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Written by latticework01

May 6, 2010 at 9:43 am

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