Chuck Akre Chuck Akre of Akre Capital Management was on Patrick O'Shaughnessy's Invest Like The Best podcast. After listening to this twice in one day. I've taken the pleasure of transcribing a fair amount of the podcast, which I will post after this. In this post I will share some takeaways and my favorite quotes. … Continue reading Every day is a learning day – Chuck Akre
This is easily one of the best modern pieces of advice, probably on par with Kiplinger's "If" and Ehrmann's "Desiderata"
Michael Steinhardt, in his book No Bull: My Life In and Out of Markets, defines "variant perception": I defined variant perception as holding a well-founded view that was meaningfully different from the market consensus... Understanding market expectation was at least as important as, and often different from, the fundamental knowledge. Having a variant perception, a well … Continue reading What is a Variant Perception?