Ep. 572: Quant Hysterics with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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Warren Buffett's 1987 Berkshire Hathaway Letter
In 1987 to Warren Buffett, an Excel spreadsheet was not scary. An investor will succeed by coupling good business judgment with an ability to insulate his thoughts and behavior from the super contagious emotions that swirl around the marketplace. In my own efforts to stay insulated, I have found it highly useful to keep Ben's Mr. Market concept firmly in mind.
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