Friday, July 18, 2014

GMO Q2 2014 Letter

Link to: Free Lunches and the Food Truck Revolution and Summer Essays, Volume 2
GMO's 2Q 2014 Letter includes Ben Inker's "Free Lunches and the Food Truck Revolution," a discussion of today's investing environment and possible opportunities along with a collection of four essays by Jeremy Grantham that include further thoughts on bubbles, Malthus and the Keystone Pipeline, as well as Chapter 2 of Investment Lessons Learned.