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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (56684)1/18/2016 6:03:10 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 71709
In the first part of the roundtable there's a lot of thrashing and tea leave reading very similar to this thread. If these guys were held accountable for their macro predictions, most of them would be out of jobs long ago. Cudos to Witmer and Gabelli who mostly did not get involved in the talking head seance.

The section on stock selections and ideas is more interesting. Yes, a bunch of ideas that have been mentioned here and CoBF.

To: Spekulatius who wrote (56684)1/18/2016 11:13:34 PM
From: Jurgis Bekepuris  Respond to of 71709
BTW, 2015 roundtable picks beat the market significantly if you discard the crazy permabears (Marc Faber and Felix Zulauf). This is surprising, since it's better result than a lot of mutuals, hedgies and overall famous investors.