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Value Investing in the Third Reich

“ What you are seeing here are the crippled products of madness, impertinence, and lack…
Jamie CatherwoodSeptember 6, 2018
Articles

Drunk Valuations, and Frothy Markets: The Guinness IPO

“You’ve gotten yourselves into a nice mess with your precious ‘Speculation!”   “Experience will not…
Jamie CatherwoodAugust 30, 2018
Articles

The Yield of an Empire

“When men have got used to five percent , from a certain quarter, they cannot be…
Jamie CatherwoodAugust 22, 2018
Articles

How Do You Value, Value?

In the second half of 2017, a familiar debate over the intrinsic and transactional value…
Jamie CatherwoodAugust 14, 2018
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