Dan Rasmussen, founder and CIO of Verdad Advisers joins the Infinite Loops podcast and discusses Bubbles vs. Crises Investing in Emerging Markets Identifying when “value investing” works, and when it doesn’t.
Dan Rasmussen joins legendary financial reporter Jim Grant to discuss the state of equity markets, discrepancies between practice and theory, and his chronic contrarianism. Listed on Forbes’ 2017 “30 under 30” list, Rasmussen also shares his philosophy on how to find value in today’s world. Filmed on May 30, 2018 in New York.
A very interesting and insighful interview on investing and money management with Gary Mishuri of Silver Ring Partners.
In this book, financial analyst Jeremy Miller summarizes Warren Buffett’s letters to his partners in Buffett Partnership Ltd. (BPL). The letters were written during the 1950s and 1960s and were before the Berkshire Hathaway era. It was the time in Buffett’s career when he managed the least amount of capital and was able to use all the tools he learned from Benjamin Graham.
A Brief can be read here.