Why This Value Investor Is Thrilled By Higher Rates
-
Wall Street scion Christopher Davis hung tough for 14 years as risk-free
borrowing pinched value stocks. Now that money costs money again, he’s
taking adva...
33 minutes ago
This update came about after this afternoon kopi session with two ex-colleagues. One of them mentioned that his Uncle has funded his (Uncle) two children university fund from Kep Corp alone!
ReplyDeletefundamental, position sizing, yield, market timing all matter right? Wonder if Kep Corp can still do the same for the next generation. :P
ReplyDeleteEvery generation has to find their own "kep corp". That is the moral of story! The lifecycle of investing growth stable ... cyclic ... decline
ReplyDelete