I agree to some of his comments. I cannot believe that I have the same hedges for my portfolio as he is talking. Recently I bought S&P puts and gold as hedges for blackswan events. I also agree that some of the best values are on franchises.
Interview - Part1
Read Bruce Greenwald's interview - part2
Tuesday, January 12, 2010
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2 comments:
Hi,
I have been observing visitors coming to my blog through your blog. So thought of checking it out. Yours is a great blog. Very nice collection of wisdom across the board.
Just a request.Why dont you add Subscribe through e-mail feature. Also, why dont you describe yourself in your profile. Any reason behind that?
Best regards,
Devesh Kayal
Thanks for the wonderful suggestions. I will add more details about myself.
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