Thursday, March 29, 2012

Notes from the CIMA Conference

From Market Folly:

David Einhorn

Bruce Greenwald

Bruce Berkowitz

Dan Loeb


Loeb excerpt (reminded me of THIS previous quote):

Areas of focus and interest: if spending all your time reading research reports and only looking at screen, you will fail. Be well-rounded, travel, study things outside of the narrow topics of finance. If investing was just about numbers, any young accountant could do this. More than industry analysis, need to understand why you make decision, when it’s right to be contrary, when its not. Santa Fe institute has good ideas.