In the latest Graham & Doddsville Newsletter, Gavin Baker explains why Warren Buffett doesn’t need to do due diligence. Here’s an excerpt from the interview: G&D: So, switching gears, it seems like you have a large investible universe. A lot of the companies that you own don’t necessarily fit in one … Read More
Gavin Baker: Investors Have To Be Able To Deal In Paradoxes
In his recent interview with The Market NZZ, Gavin Baker, founder and Chief Investment Officer of Atreides Management discussed how investors can navigate today’s challenging environment, the changing landscape for high ROIC companies, and why investors have to be able to deal in paradoxes. Here’s an excerpt from the interview: … Read More