Tips by Francois Parenteau
I don’t talk much to other fund managers, but I do have a network of investigative reporters I know who call me from time to time to discuss long or...
Tags: investment ideas, resources
My threshold for pain is high as long as I believe I’m still right. Historically, we’ve made a lot more money on the long side when what we...
In general, we’re not in the business of holding securities that are fully priced. If in our judgment the company’s valuation is appropriate for...
When I started in research, I had one of the worst character traits an investor can have – I was a “believer.” I was too often seduced by...
