In his 2022 annual letter to shareholders, Jamie Dimon outlined all of the storm clouds ahead for the U.S economy. Here’s an excerpt from the letter: Until the collapse of Silicon Valley Bank, the current economy was performing adequately, both here in the United States and remarkably better than anyone … Read More
Jamie Dimon: This Is Not A Normal Recession
In his recent interview with Newsmakers, Jamie Dimon explained why this is not a normal recession. Here’s an excerpt from the interview: Host: You just mentioned all the other signs of strength in the economy, where do you fall in this debate about whether we’re in a recession or shortly … Read More
Jamie Dimon: Investors Better Brace For An Economic Hurricane
In his recent presentation at the Bernstein 38th Annual Strategic Decisions Conference, Jamie Dimon warns investors to brace for an economic hurricane. Here’s an excerpt from the presentation: Dimon: It’s a hurricane! It’s, we — right now it’s kind of sunny, things are doing fine, everyone thinks the Fed can … Read More
Jamie Dimon: NPV Analysis Fails To Capture ‘True’ Value
In his latest 2020 letter to shareholders, Jamie Dimon discusses a number of topics including why net present value analysis fails to capture ‘true’ value. Here’s an excerpt from the letter: While I am fanatical about detail and multi-year analysis, it’s important to be cautious about its application. Assumptions are … Read More
Jamie Dimon: 11 Books That Every Investor Should Read
We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every Investor Should Read Bill … Read More
Jamie Dimon: Investors Should Not Be Surprised By The Non-Linear Nature of Companies and Markets
Jamie Dimon provides some great insights in his Annual Shareholder Letters at JPMorgan Chase. In his latest letter Dimon makes a great point regarding the non-linear nature of companies and markets. Here’s an excerpt from that letter: Volatility and rapidly moving markets should surprise no one. We are always prepared … Read More
Jamie Dimon – Stock Buy-Backs Are A Great Option At The Right Price
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Jamie Dimon. Dimon is the Chairman and CEO of JP Morgan Chase. Dimon became CEO on January 1, 2006, and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon … Read More