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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (56452)12/28/2015 5:42:19 PM
From: Jurgis Bekepuris2 Recommendations

Recommended By
gcrispin
sjemmeri

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Haven't seen the film.

New Q&A with Mike: nymag.com

I disagree with him about some things. He might be right that another crisis will happen. If it does, it's likely to be very different from the last one though. Who knows if he'll negotiate the next one well. OTOH, if I had the amount of money he has, I'd hold 50% in cash across 3/4 currencies. Like Buffett says, at that level it's about the preservation of the capital rather than about outperforming. So I'm not sure his investment thoughts are very interesting at this point. Agri business has been doing crappily, water businesses have been doing crappily. If he bought physical farms, he might have done well, but probably worse than SP500. I've looked at food/water plays in the past and so far it hasn't been very attractive. But what do I know... he's a billionaire and I'm a schmuck. ;)
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