Incremental Insights #6
A Masterclass with Bill Miller
Bill Miller on avoiding value traps, understanding the difference between frequency and magnitude in investments, the importance of understanding psychology, the role of benchmarks, and the critical nature of how a company allocates capital.
Financial Statement Analysis with Large Language Models
Can you train an LLM to predict EPS better than a human sell-side analyst?
The Children Are Our Future with Sir Chris Hohn
Chris Hohn, founder of The Children's Investment Fund (TCI), shares his investment philosophy of long-term investment in companies with 'fortress business models' with high barriers to entry. He also discusses the importance of conviction in TCI's process and how it leads to a highly concentrated portfolio.
Video Short: Learn from Last Tech Bubble to Embrace GenAI Mania
- And the full article Learn from Last Tech Bubble to Embrace GenAI Mania
