In this CNBC interview I discussed what I wrote for FT Oil, Diapers and US economy. As I’ve mentioned before, I have a voice made for newspapers and face for radio – it will not be a pretty picture, watch it at your own risk.
Please read the following important disclosure here.
Enjoyed this read?
Share it with someone who’d love it too!
New to investing?
Explore these valuable guides to get started.
Related Articles

Our Sistine Chapel: Long-Term Investing in Quality and Kindness
Warren Buffett calls Berkshire Hathaway his Sistine Chapel. This analogy haunted me for years until I realized we are building the exact same thing at IMA. It took me a decade to put into words, but I finally narrowed our firm’s entire reason for existence down to just two words. They sound simple, but living up to them is the hardest thing we’ve ever done.

Living and Investing with Intention
As an investor, being intentional about identifying assumptions is extremely important. When you're mindless, you accept things as they are without realizing you're walking on thin ice while everyone else thinks it's solid ground.

Quality Matters: From Paris to Portfolios
Today I am a different (hopefully better) investor than I was five, ten, twenty years ago; as I look at the biggest changes, it is my focus on quality investing and being extremely selective and uncompromising when it comes to quality.

Q&A Series: Research Process, Evaluating Country Risk and Tech Investments
Today we'll delve into my research process, how I assess country risk for investments and why some investors avoid technology stocks




0 comments
0